WealthBoost Advisors is a registered investment advisor based in San Francisco, California, offering discretionary portfolio management, financial planning, and consulting services. WealthBoost Advisors primarily invests client portfolios in mutual funds and exchange-traded funds, tailoring strategies to individual risk tolerances and investment objectives. The firm also provides retirement plan consulting for small businesses and specialized investment advisory services for charitable organizations and foundations. WealthBoost Advisors works with high-net-worth individuals, businesses, retirement plans, and charitable organizations.
Assets Under Management$77M
Clients41
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$1.3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable. Family accounts may be combined to determine breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...