Boss Financial Strategies provides investment management and financial planning services. Investment management involves creating a plan based on your goals and risk tolerance, then managing your portfolio. Financial planning includes a review of your current and future financial situation, covering topics like retirement, taxes, and estate planning. They offer full financial plans, updates to existing plans, and hourly consultations.
Assets Under Management$4.6M
Clients25
Advisors1
Avg. per Client$180K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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