Boca Wealth Advisors offers investment management and financial planning services. For investment management, Boca Wealth Advisors uses low-cost mutual funds and individual fixed income securities. Boca Wealth Advisors consults with clients on wealth management issues including income and estate taxes, estate and financial planning, and retirement planning. Financial planning is generally not offered independently of investment advisory services.
Assets Under Management$380M
Clients157
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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