Boise River Financial is a registered investment advisor located in Boise, Idaho, founded in April 2023. The firm is led by William Heyer, a Certified Financial Planner. Boise River Financial provides continuous investment management and personalized financial planning services to individuals and high net worth individuals. The firm builds tailored investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, guided by modern portfolio theory and fundamental analysis. In addition to managing investments, Boise River Financial offers comprehensive financial planning covering retirement, business consulting, cash flow and debt management, college savings, employee benefits, estate planning, insurance, and tax strategies. The firm operates as a fee-only advisor, meaning compensation comes exclusively from client fees without commissions or third-party product sales. Boise River Financial requires a minimum account size of $200,000 to open or maintain managed accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.40% |
Investment management fees include an annualized fixed fee component ranging from $1,000 to $3,000 ($250 to $750 per quarter) in addition to the asset-based percentage fee. Fees are negotiable.
