Boca Retirement Strategies Inc. provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements and offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. BRS INC. generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$2.9M
Clients24
Advisors1
Avg. per Client$120K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...