Wilson & Boucher Capital Management provides investment advice, including asset allocation and stock selection, and designs portfolios based on your risk tolerance and financial goals. They also offer financial planning covering assets, liabilities, cash flow, estate planning, income, expenses, retirement, and taxes. You can place restrictions on your investments.
Assets Under Management$280M
Clients133
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable based on the size and complexity of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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