Boulder Canyon Financial Partners is a fee-only, woman-founded, independent wealth advisor providing financial planning and investment management services to private investors. Financial planning services may include cash flow, retirement, portfolio, insurance, wealth, tax & estate, charitable gifting, and specialized planning. Investment management is offered on a discretionary basis, where Boulder Canyon Financial implements investment decisions without contacting the client.
Assets Under Management$17M
Clients16
Advisors1
Avg. per Client$1M
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are subject to negotiation. Minimum quarterly fee of $1,250. Maximum percentage per household would be 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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