Boldin Advisors provides financial planning and consulting services to individuals, high net worth individuals, trusts, estates, and small businesses. Boldin Advisors will typically provide a variety of financial planning and consulting services to Clients, pursuant to a written financial planning agreement. Services are offered in several areas of a Client’s financial situation, depending on their goals, objectives and financial situation. The Advisor may recommend a portfolio strategy that includes low-cost, diversified exchange traded funds (“ETFs”), mutual funds and/or fixed income securities. However, the Advisor does not provide ongoing investment management services. Clients are responsible for the implementation of recommendations made by the Advisor.
Fee Structure
Boldin Advisors offers ongoing financial planning engagements for up to $6,000 annually. The fee may be negotiable based on the scope and complexity of services.
Boldin Advisors offers fixed financial planning engagements for up to $6,000. The fee may be negotiable based on the nature and complexity of the services.
