Box Financial Advisors provides ongoing investment management and financial planning services. Box Financial Advisors builds customized portfolios based on each client's specific goals, time horizon, and risk tolerance, utilizing mutual funds, stocks, bonds, exchange-traded funds, real estate investment trusts, and alternative investments. For investment management, portfolios can be managed with full authority to make trades or with client approval required for each transaction. Financial planning covers comprehensive topics such as cash flow, retirement, insurance, taxes, estate planning, and business succession. Box Financial Advisors works with individuals, pension plans, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
Fees are negotiable. Accounts under $100,000 are charged a flat $1,000 fee.