Boon Capital Advisors offers investment advice tailored to clients' needs. They provide discretionary and non-discretionary portfolio management services, developing strategies based on clients' objectives and risk tolerance. They monitor portfolios and rebalance as needed. They primarily advise on equity securities, options, bonds, and exchange traded funds.
Assets Under Management$160M
Clients62
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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