Boone Wealth Advisors offers investment management and financial planning services. Investment management includes creating a portfolio of ETFs, mutual funds, stocks, or bonds. Financial planning covers retirement, estate, education, tax, and business planning. Boone Wealth Advisors also uses third-party money managers. The firm also offers advisory services through LPL Financial sponsored programs.
Assets Under Management$640M
Clients309
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for amounts over $5,000,000. Advisory fee of up to 0.45% for accounts subject to Boone Wealth Advisors’ income strategy. Fees are negotiable in certain circumstances for legacy clients, employees, and their family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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