Boyum Wealth Architects offers investment and financial planning services. Investment management is customized and discretionary, using a combination of technical and tactical allocation strategies. Financial planning covers retirement, investments, taxes, insurance, and estate planning. Boyum Wealth may also offer educational seminars. They may recommend unaffiliated money managers, providing oversight of the client account and monitoring the sub-advisors.
Assets Under Management$560M
Clients454
Advisors13
Avg. per Client$1.2M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The complexity of the wealth design and services may adjust the percentage charged by as much as 0.50%. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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