Boise River Financial Planning
Assets Under Management
$5.0M
Number of Clients
5
Number of Advisors
1
Avg. Portfolio per Client
$1.0M
Avg. Managed per Advisor
$5.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Boise River Financial LLC (BRF) offers investment management and financial planning services. BRF develops personalized investment plans and manages portfolios based on client goals, risk tolerance, and tax considerations. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. BRF is a fee-only firm, meaning it only receives compensation from clients for its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.40% |
Fees are negotiable. The firm also charges a fixed investment management fee of $1,000-$3,000 annually, paid quarterly.
Fee Estimator
Areas of Practice
Location
ID, United States
