David Bremer is a CFP-designated registered investment advisor at Boulay Wealth, based in Minneapolis, MN, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,135 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Boulay Wealth charges an annual advisory fee based on the size, nature, and complexity of the client relationship, typically ranging from 0.60% to 1.95% of the portfolio value. Fees are negotiable. While there is no minimum level of investable assets required, the minimum total annual fee is $10,000, although this can be negotiated or established at a flat annual rate in special circumstances. Boulay offers both blended and incremental fee arrangements.
Location
7500 Flying Cloud Drive, Suite 800, Minneapolis, MN, 55344
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Boulay Wealth
Previous Registrations
Valmark Securities, INC.Broker
1st Global Capital CORP.Broker
State Registrations2 states
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