Boerum Hill Financial Advisors offers wealth management services, including investment management and financial planning, to individuals and high-net-worth individuals. Boerum Hill manages investments using mutual funds and exchange-traded funds (ETFs), and may use individual stocks and bonds. Financial planning services are offered as part of investment management or as a separate agreement, covering areas like retirement, education, and debt management. Boerum Hill may use Astra Wealth Partners as an independent manager to help manage client accounts.
Fee Structure
Boerum Hill's wealth management fees are based on the value of your investments and range from 0.50% to 1.30% annually, paid quarterly. The fee depends on the complexity of services, the amount of assets managed, and the overall relationship. Fees may be negotiable. The fees do not include brokerage or custody fees.