Our Fees: Simple, Transparent — No Hidden Incentives

We are a fee-only fiduciary. That means we are paid only by our clients—never by commissions, product providers, or third parties.

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Many investors unknowingly pay for advice that is influenced by product incentives, proprietary funds, or commissions.

Over time, that can lead to higher costs, unnecessary complexity, and avoidable taxes.

Our structure is designed to eliminate those conflicts—so decisions are based on what’s best for you, not what pays more.

As a fiduciary, we are legally obligated to act in your best interest at all times, but more importantly, our fee structure ensures we have no financial incentive to do otherwise.

Our Fees

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.

If we don’t add more value than we cost, through better decisions, tax efficiency, and long-term outcomes, you shouldn’t work with us.

 

Frequently Asked Questions:

 

  • We create the most value for clients with at least $2.5M 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.

  • 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.

  • No, we are a “fee-only” firm meaning we’re only compensated for our services directly by our clients.

  • Either monthly or quarterly, in arrears, based on the client’s preference.