Bostwick Investment Consulting

Fixed/Hourly

Bostwick Investment Consulting offers consulting services to help clients design and implement investment programs, build out investment or family offices, and create investor communications projects. Bostwick's advice is based on information provided by the client regarding their financial circumstances, goals, and risk tolerance. Bostwick does not manage investments directly but recommends investment managers and monitors their performance.

Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Hourly Rate:$1,000/hr
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Location

2 Advisors at this firm

Bostwick Investment Consulting | TrueAdvisor