Boardwalk Wealth Management (BWM) manages investment portfolios based on clients' individual needs and goals. BWM also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. BWM also provides ongoing comprehensive financial planning for a fixed quarterly fee.
Assets Under Management$600K
Clients7
Advisors1
Avg. per Client$86K
Avg. per Advisor$600K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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