Platinum Wealth Management, LLC is a registered investment advisor founded in 2018 and based in Fresno, California. Led by Daniel Boulware, the firm provides ongoing investment management and portfolio supervision services tailored to each client's individual goals, risk tolerance, and tax status. Platinum Wealth Management uses fundamental, technical, and cyclical analysis to construct diversified portfolios utilizing mutual funds, individual stocks and bonds, options, and exchange-traded funds. The firm has the authority to make trades in client accounts without asking first and can also utilize third-party money managers when appropriate. In addition to investment management, the principal owner operates as an independent insurance agent, offering insurance products including annuities to clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Fees are negotiable and can range from 0% to 1.70% depending on client needs and strategy complexity.