Booster, LLC provides investment advice and financial planning services to individuals and small businesses. Booster specializes in analyzing investments to align with client goals and reviews investment performance. Booster requires a written agreement outlining services and fees. Booster is an asset-based fee investment management firm and does not receive commissions.
Assets Under Management$230M
Clients190
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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