Bolden Wealth Management
Assets Under Management
$775K
Number of Clients
13
Number of Advisors
1
Average Client AUM
$60K
AUM per Advisor
$775K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bolden Wealth Management offers comprehensive financial planning and asset management services. Services include risk management, investment recommendations, education planning, retirement planning, estate planning, charitable gifting, and tax planning. They also offer targeted financial planning on a limited scope, one-time engagement basis.
Fee Structure
Wealth Management fees are a flat annual amount based on the client's needs and goals, paid quarterly in arrears. The minimum account value for wealth management services is $400,000. Ongoing Financial Planning ranges from $4,800-$9,000 per year, broken up into monthly payments. Targeted financial planning is a fixed fee of $2,500, but can be adjusted depending on the client's needs. Fees are negotiable in certain cases.
Areas of Practice
Location
MI, United States