EB

Elisabeth Lynn Boaz

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
556 clients
Average Client Portfolio
$6.8M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20M+0.50%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000

For private wealth management, fees range from 0.50% to 1.00% of assets under management, depending on the asset level. There is a $10,000 annual minimum, which may be waived. Fees are negotiable. For corporate retirement plans, fees are also negotiable and can vary greatly. Fees are paid quarterly in arrears based upon average daily balance.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

1925 Cedar Springs Road, Suite 102, Dallas, TX, 75201

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Regulatory History (1)
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Financial
October 2017
Final
Employment History
Current Registrations
Three Bell Capital LLC
August 2021 - Present · 4 yrs 5 mos
Previous Registrations
Winans International
September 2010 - March 2015 · 4 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Elisabeth Lynn Boaz - Financial Advisor | AdvisorDiscover