Boden Wealth offers personalized financial planning, business exit consulting, and investment management services on both a discretionary and non-discretionary basis. The firm serves individuals, high-net-worth families, trusts, estates, non-profits, businesses, and qualified retirement plans. Boden Wealth builds custom portfolios using mutual funds, exchange-traded funds, individual equities, corporate bonds, real estate investment trusts, annuities, and alternative investments. They may also recommend unaffiliated external managers to handle a portion of a client's assets. In addition to portfolio management, Boden Wealth provides comprehensive financial planning covering retirement, education, estate planning, cash flow, taxes, and insurance, as well as specialized business exit consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees are tiered based on market value. Accounts of direct family members sharing the same residence are combined. Fees are negotiable based on relationship size and complexity.