Bolt Financial Group provides investment advice tailored to clients' needs and objectives. They offer both discretionary and non-discretionary portfolio management services, as well as advice on held-away accounts and annuity planning. Bolt also provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They may also provide educational seminars and workshops.
Assets Under Management$110M
Clients237
Advisors4
Avg. per Client$450K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.65% |
Advisory fee is negotiable at Advisor's sole discretion depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
