Boreal Capital Management provides investment advice to both institutional and individual investors. They offer customized investment management based on each client's objectives and risk profile. Services include discretionary and non-discretionary portfolio management, and family wealth consulting. Boreal can also recommend third-party managers. Boreal's investment advice covers a range of assets, including stocks, bonds, mutual funds, and alternative investments.
Assets Under Management$1.8B
Clients719
Advisors28
Avg. per Client$2.6M
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Some portfolios of qualified or non-US investors can also have variable performance fees of up to 20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
28 Advisors at this firm
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