Bootpack Financial Partners (BFP LLC) provides ongoing portfolio management based on your individual goals, risk tolerance, and time horizon. They create an Investment Policy Statement outlining your financial situation. BFP LLC also offers financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. Ongoing financial planning includes biannual check-ins, end-of-year meetings, and an updated financial plan annually. BFP LLC generally invests in mutual funds, fixed income, real estate funds, insurance products, equities, and exchange traded funds.
Assets Under Management$83M
Clients16
Advisors1
Avg. per Client$5.2M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...