Boyum Wealth Architects manages investment portfolios and provides personalized financial planning and business consulting services. The firm builds custom portfolios on a discretionary basis, using a combination of tactical asset allocation, individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments aimed at managing risk and improving performance. In addition to investment management, Boyum Wealth Architects offers financial planning covering retirement needs, taxes, insurance, and estate planning, as well as business consulting and qualified retirement plan consulting for plan sponsors. The firm serves individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The complexity of the wealth design and services may adjust the percentage charged by as much as 0.50%. Fees are negotiable.