At Boulder Canyon Financial, we are your down-to-earth, conscientious financial partners. Our methodical, comprehensive planning process allows us to effectively design a plan beyond the portfolio to help you achieve your goals. We also seek to save you time to allow you the opportunity to focus on your interests, both professionally and personally.
FEES:
We believe in fair, transparent financial advisory fees that are easy to understand. We apply a tiered fee structure to the entire balance of assets under management. As a fee-only firm, we only get compensated by the client. We do not earn commissions of any kind for product sales or referrals. At our discretion, we reserve the right to negotiate fees.
How we minimize expenses: We evaluate fees to ensure that any fees are justified in the context of expected risk and returns. We seek mutual funds and exchange-traded funds with low operating expense ratios (OER) and select funds with lower than category-average expenses compared to their peers. As an institutional investment firm, we have access to institutional share classes that tend to have lower expenses than those available to individual investors.
Boulder Canyon Financial Partners, LLC is a fee-only, woman-founded, independent Registered Investment Advisor registered in the state of Colorado. Boulder Canyon Financial may only transact business in states where it is registered or where it is excluded from registration requirements. Registration does not imply a certain level of skill or training. This website is solely for informational purposes.
