Our Fees
What About Pricing?
| Client Assets at Bootpack | Annual Fee |
| $0 -$1,000,000 | 1.00% |
| $1,000,001 - $10,000,000 | 0.75% |
| >$10,000,001 | 0.50% |
Frequently Asked Questions:
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We generally 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.