Booth Financial Planning manages investment portfolios and offers financial planning services, including retirement, risk management, education, cash flow, debt management, and estate planning. Booth Financial uses strategic asset allocation, primarily using passively-managed products and exchange-traded funds. They may also use third-party managers. The firm works with individuals, high net-worth individuals, and businesses.
Assets Under Management$32M
Clients40
Advisors1
Avg. per Client$800K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable. At no point will the combined fee charged to the client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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