Boreal Capital Management LLC
Assets Under Management
$1.8B
Number of Clients
719
Number of Advisors
25
Average Client AUM
$2.6M
AUM per Advisor
$73.6M
Compensation
Fee-Only (AUM)
About This Firm
Boreal Capital Management provides investment advisory services through discretionary and non-discretionary accounts, customized to each client's objectives and risk profile. Services include family wealth consulting, sub-advisory arrangements, and assistance with obtaining mortgage loans. They advise on various investments, including equities, debt, mutual funds, and alternative investments.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable.
Fee Estimator
The firm charges an annual management or advisory fee, ranging from 0.50% to 2.00% of assets under management, subject to a minimum quarterly fee of $500. Fees are negotiable. Some portfolios of qualified or non-US investors can also have variable performance fees of up to 20%. Flat fee arrangements are also available for administrative services. Clients may pay more or less than similar clients depending on their circumstances.
Areas of Practice
Location
1450 Brickell Avenue, Suite 2900, Miami, FL, 33131