Box Financial Advisors (BFA) provides ongoing investment portfolio management based on your individual goals and risk tolerance. BFA creates a plan to help select a portfolio that matches your specific situation. BFA also offers financial planning, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. BFA may recommend mutual funds, stocks, bonds, ETFs, real estate, hedge funds, and annuities.
Assets Under Management$97M
Clients235
Advisors2
Avg. per Client$410K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
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. BFA recommends clients have at least $500,000 of assets under their management to best leverage their services. When clients use both investment management and financial planning services, a minimum fee of $2,500 will apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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