Boomfish Wealth Group, operating as Wealth With No Regrets, offers investment advice and financial planning services. These include portfolio management, retirement income planning, insurance and risk management, tax planning, charitable planning, and estate planning. The firm works with retail investors to customize investment and financial plans based on their goals and risk tolerance.
Assets Under Management$190M
Clients207
Advisors7
Avg. per Client$940K
Avg. per Advisor$28M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The annual portfolio management fee is up to 1.4%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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