Financial Boss Advisors manages investment portfolios based on individual client needs and goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. For clients with more than $500,000 in assets under management, financial planning is included with investment management. Tax preparation is offered through an affiliated firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.88% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.60% |
| $1.5M - $2.5M | 0.50% |
| $2.5M - $3.5M | 0.40% |
| $3.5M - $5.0M | 0.30% |
| $5M+ | 0.25% |
The annual fees are negotiable. For clients with $500,000 or less in assets under management, investment management and financial planning services will be provided at a fixed monthly fee ranging from $1 to $1,000 per month depending on the service tier selected. At our discretion, Financial Boss will combine the account values of family members living in the same household to determine the applicable advisory fee.
