Boardwalk Capital Management offers custom investment portfolio management on a discretionary basis. They allocate assets among various investment classes to reduce risk and increase performance, using instruments like stocks, bonds, ETFs, and mutual funds. Boardwalk selects funds and managers based on factors like tenure and performance. They may recommend redistributing investments to diversify portfolios and may consider environmental, social, and governance factors in investment decisions.
Assets Under Management$57M
Clients56
Advisors1
Avg. per Client$1M
Avg. per Advisor$57M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $20.0M | 0.45% |
| $20M+ | 0.30% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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