Boreal Advisors offers investment management services, either with or without Boreal making the investment decisions. They also offer financial planning services covering wills, estate plans, investments, taxes, retirement, and college planning. Boreal works with clients to determine their goals and objectives and creates investment strategies to reflect those goals.
Assets Under Management$57M
Clients82
Advisors1
Avg. per Client$700K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
Fees may be negotiable. Boreal also offers passively managed account services for a fee of up to 0.50% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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