Boardwalk Financial Strategies provides investment management alongside financial planning. They create personalized investment plans based on your goals, risk tolerance, and financial situation. While most clients receive both services, Boardwalk Financial Strategies can provide standalone financial planning on an hourly basis if investment management isn't suitable. They primarily use mutual funds and ETFs for investment advice.
Assets Under Management$180M
Clients89
Advisors3
Avg. per Client$2M
Avg. per Advisor$59M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$17,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.15% |
Non-profit accounts have a different fee schedule: First $1M: 0.60%, Next $1M: 0.50%, Next $1M: 0.40%, Next $2M: 0.30%, Over $5M: 0.10%. Minimum annual fee of $17,500 applies for standard accounts and $8,500 for non-profit accounts. Fees may be discounted at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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