Boone Wealth Advisors, LLC

Boone Wealth Advisors, LLC is a Registered Investment Adviser based in Bellevue, WA, established in 2006. The firm offers Comprehensive Portfolio Management and Financial Planning & Consulting services, tailored to individual financial goals. Clients can expect personalized investment strategies, including long-term purchases, short sales, and option writing. The firm charges fees based on assets under management, with rates ranging from 1.75% to 0.45%. Financial planning services are offered at hourly rates or flat fees, starting from $125/hour. Boone Wealth Advisors may utilize LPL Financial-sponsored programs for asset management. The firm reviews accounts quarterly, providing verbal updates to clients. Clients have the option to grant investment discretion to the firm. Boone Wealth Advisors does not accept performance-based fees, and clients receive quarterly statements from their custodians. The firm does not vote client securities but may engage third-party money managers for proxy voting. There are no disciplinary events reported, and the firm does not prepay fees exceeding $1,200. Boone Wealth Advisors maintains financial stability and does not have a history of bankruptcy proceedings.