PlannerFees

Boskia Wealth Management & Advisory Services, L.L.C. fees and pricing

Financial planner in Marietta, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 11, 2021, Boskia Wealth Management & Advisory Services, L.L.C. charges $425 an hour and a flat or project fee of $10,000⁠-⁠$15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 11, 2021. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$425/hr
“Services are offered based on an hourly fee of $425 per hour based on complexity and unique client needs.”
Flat or project fee
$10,000⁠-⁠$15,000
“Services are offered based on a negotiable fixed fee with a maximum fee of $10,000 to $15,000 based on complexity and unique client needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Boskia Wealth Management & Advisory Services, L.L.C. bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
  • “Clients may terminate their account within five days of signing the Investment Advisory Agreement for a full refund.”
  • “No.: 26-3746266 Answer FINANCIAL PLANNING SERVICES If financial planning services are applicable the client may choose to compensate BWM on an hourly or negotiable fixed fee basis.”

How Boskia Wealth Management & Advisory Services, L.L.C.’s fees compare

  • Its hourly rate of $425 is above the Georgia median of $250. 88% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 11 of the 14 other planners in Marietta that publish an hourly rate charge less.
  • Its flat or project fee of $10,000-$15,000 is above the Georgia median of $5,000. 89% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • 9 of the 9 other planners in Marietta that publish a flat or project fee charge less.

About Boskia Wealth Management & Advisory Services, L.L.C.

“Does the applicant provide investment advisory services, manage investment advisory accounts or hold itself out as providing financial planning or some similarly termed services and impose a minimum dollar value of assets or other condition for starting or maintaining an account? Yes (If yes, describe on Schedule…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
148940
Phone
(770) 693-0706

Other planners in Marietta that publish fees

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