Boulder Financial Planning Company, LLC offers personalized financial planning and investment management services for individuals, high-net-worth individuals, and businesses. Led by principal and Certified Financial Planner Samuel Napp, Boulder Financial Planning Company operates as a registered investment advisor and provides guidance across a wide range of topics, including retirement planning, tax strategies, estate planning, cash flow management, employee benefits, and risk management. Clients can engage Boulder Financial Planning Company for ongoing comprehensive financial planning, project-based one-time planning, or continuous investment management. Investment strategies rely on Modern Portfolio Theory, fundamental analysis, and asset allocation, with portfolios built using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, or through the use of third-party independent managers. Boulder Financial Planning Company does not have a minimum investment requirement to open an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
The investment management fee is the lesser of 0.35% of assets under management annually or $4,800 per year ($1,200 per quarter). If outside managers are used, their fees typically range from 0.20% to 1.00% in addition to this fee.