Boulder Wealth Management (BWM) offers personalized financial planning and investment advice. BWM's services include determining financial objectives, identifying financial problems, cash flow management, insurance review, investment management, education funding, and retirement planning. BWM primarily uses a long-term investment approach with mutual funds and ETFs forming the core portfolio holdings.
Assets Under Management$69M
Clients146
Advisors1
Avg. per Client$470K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.60% |
Fees may be negotiable at the sole discretion of Boulder Wealth Management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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