Bolden Wealth Management, operating as The Money QB, provides ongoing financial advice and investment management through its wealth management service. They also offer financial planning services where clients manage their own accounts, and targeted financial planning for specific financial issues. The firm works with individuals, high-net-worth individuals, and business entities.
Assets Under Management$770K
Clients13
Advisors1
Avg. per Client$60K
Avg. per Advisor$770K
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Bolden Wealth Management's wealth management fee is a flat annual amount based on your needs and goals. The annual fee is paid quarterly. The fees are tiered based on the total value of your portfolio. The minimum account value for wealth management services is $400,000.
Our standard advisory fee is calculated as follows:
- $400,000-$750,000: $5,000/year
- $750,001 - $1,000,000: $7,500/year
- $1,000,001-$1,500,000: $9,000/year
- $1,500,001-$2,000,000: $11,250/year
- $2,000,001-$2,500,000: $14,000/year
- $2,500,001-$3,000,000: $15,000/year
- $4,000,000+: $20,000/year
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