Bolin Creek Wealth Advisors provides financial planning and investment management services. They offer a full-service wealth management option with a customized annual fee, and project-based financial planning charged hourly. Bolin Creek also advises on investments held away from the firm, such as workplace retirement accounts. They use a strategic asset allocation approach based on Modern Portfolio Theory.
Fee Structure
Bolin Creek Wealth Advisors offers investment management as part of their Wealth Management Service, which includes ongoing financial planning. The annual fee for Wealth Management ranges from $7,500 to $50,000, depending on the client's situation and complexity. The total fee will not exceed 2% of the assets managed for the investment management portion of the services. If Bolin Creek uses outside managers, the combined fee will not exceed 2%.