Our Fees
What About Pricing?
Client Assets at Bootpack
Annual Fee
<$1M
1.00%
$1M - $10M
0.75%
> $10M
0.50%
In addition to our assets under management (AUM) fees, clients may incur additional costs from third-party service providers. These fees may include, but are not limited to, custodial fees, mutual fund or ETF expenses, brokerage fees, and other transactional charges. Such third-party fees are separate from and not included in our advisory fees. Bootpack does not share or benefit from these additional costs.
Frequently Asked Questions:
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We create the most value for clients with at least $1M in investable assets. However, our mission, first and foremost, is to work and grow with great people so please reach out if you think we might be a good fit for you or your family.
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No. The Annual Fees are “flat” based on the initial investment with Bootpack. In other words, the percentage charged remains consistent regardless of the amount of money being managed.
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No, we are a “fee-only” firm meaning we’re only compensated for our services directly by our clients.
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Either monthly or quarterly, in arrears, based on the client’s preference.