Boise River Financial LLC (BRF) offers investment management and financial planning services. BRF develops personalized investment plans and manages portfolios based on client goals, risk tolerance, and tax considerations. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. BRF is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$5.8M
Clients4
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.40% |
Fees are negotiable. The firm also charges a fixed investment management fee of $1,000-$3,000 annually, paid quarterly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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