Boselah Investments provides investment management services, including recommending individual securities, treasuries, options, warrants, and mutual funds, and portfolio allocation/re-allocation. Boselah works with clients to define financial objectives and develop strategies to reach them. Investment management includes ongoing review and rebalancing of portfolios based on market conditions and client circumstances. Boselah derives its revenues solely from investment advisory fees paid by clients.
Assets Under Management$16M
Clients12
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...