Boerum Hill Financial Advisors is a registered investment advisor founded in 2017 and based in Brooklyn, New York. The firm offers comprehensive wealth management services to individuals and high-net-worth clients, combining discretionary investment management with broad financial planning. Boerum Hill builds customized investment portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds, often utilizing third-party turnkey asset management platforms and independent managers to assist with operations and portfolio execution. The firm emphasizes long-term, globally diversified, and tax-efficient strategies aligned with each client's specific goals and risk tolerance. Financial planning services cover retirement planning, education savings, cash flow management, and other personal finance topics, provided either as part of the wealth management relationship or separately through hourly, fixed, or annual retainer arrangements. Boerum Hill operates as a fiduciary, legally required to act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Wealth management fees range from 0.50% to 1.30% annually depending on account complexity, asset level, and relationship scope. Fees are negotiable at the firm's discretion.