AboveBoard Wealth Management is a registered investment advisor that helps clients achieve their life goals through ethical and intelligent financial management. They offer financial planning advice on goal setting, retirement, education funding, insurance, and estate planning. Investment management is offered on a non-discretionary basis, where AboveBoard provides recommendations and walks clients through implementing the trades. They also offer financial consulting services on a fixed fee or monthly fee basis.
Fee Structure
AboveBoard Wealth Management offers investment management services on a non-discretionary basis. They provide specific recommendations and instructions for trades, and will assist clients in placing the trades. Fees are charged on a fixed or monthly basis for financial consulting services.