BOLT Wealth Management provides financial planning services covering cash flow, retirement, education, risk management, estate, and tax planning. They also offer portfolio management services, incorporating institutional investment managers. BOLT Wealth Management conducts educational workshops and assists retirement plan sponsors. Tax preparation services are also available.
Assets Under Management$41M
Clients136
Advisors4
Avg. per Client$300K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1M+ | 0.75% |
If a sub-advisor is engaged, their fee is incorporated into the fee as noted in the table. For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...