Bockhorst Wealth Strategies is a registered investment advisor located in Troy, Missouri, founded and managed by Joshua A. Bockhorst. The firm provides personalized, non-discretionary investment advisory services, portfolio reviews, retirement planning, asset allocation guidance, and financial coaching to individuals. Clients maintain complete custody and control over their accounts and execute their own trades, while Bockhorst Wealth Strategies provides ongoing consulting, research, and recommendations regarding individual stocks, exchange-traded funds, and mutual funds. The firm focuses on building long-term relationships centered on financial education and guidance. Initial consultations and the first two review meetings are provided at no cost, and fees are billed monthly only in months when a scheduled meeting occurs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 3.00% |
| $100K - $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees are assessed only in months when a scheduled meeting occurs. For portfolios under $100,000, the fee is a flat $250 per meeting month (annualized equivalent estimated at 3.0% for a monthly meeting). For accounts between $100,000 and $999,999, the rate is 2.00% annually. For accounts of $1,000,000 or more, the rate is 1.00% annually.