Bollin Wealth Management provides investment management and financial planning services. Investment management is provided on a non-discretionary basis, meaning Bollin Wealth Management needs your approval before making any trades. Financial planning covers areas like taxes, retirement, and investments. Bollin Wealth Management gathers information through interviews and questionnaires to create a financial plan tailored to your goals.
Assets Under Management$70M
Clients146
Advisors3
Avg. per Client$480K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
For accounts under $500,000, the annual fee may range from 1.1% to 1.25%, depending on the nature and complexity of the individual client’s personal circumstances. All fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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