Boatman Wealth Management provides investment advice and financial planning to individuals and charitable organizations. For investment management, Boatman Wealth Management uses Valor Capital Management. Boatman Wealth Management also refers clients to Gradient Investments, LLC, a third-party money manager. Financial planning services include reviews of wills, estate plans, investments, taxes, and insurance.
Assets Under Management$4M
Clients28
Advisors1
Avg. per Client$140K
Avg. per Advisor$4M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.25% |
Fees are for Advisor and Valor combined. Advisor's fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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