Boulay Wealth provides investment advisory services through its Investment Advisory Program, Third-Party Managed Program, and Financial Planning Program. They help clients determine an appropriate investment strategy and allocate assets. Boulay also offers retirement planning and consulting services to qualified employee benefit plans. Financial plans cover financial, estate, tax, retirement, and college-funding needs.
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.