Boulder Wealth Advisors, LLC

Boulder Wealth Advisors is a Registered Investment Advisor founded in 1997 and registered since 2001. The firm specializes in providing personalized financial planning and investment management services to individuals, families, trusts, pension plans, and more. Their investment strategy primarily involves stocks, bonds, mutual funds, BDCs/REITs, ETFs, and ESG/Social securities, with a portion of accounts held in cash or cash equivalents. The firm requires a minimum account size of $500,000 but may accept smaller accounts at their discretion. They offer discretionary investment management services, tailoring portfolios to meet clients' needs and objectives. Clients have the ability to leave standing instructions for investments, with the firm rebalancing portfolios as needed. Boulder Wealth Advisors charges a maximum annual advisory fee of 1.50%, billed quarterly based on account value. They do not charge performance-based fees or engage in side-by-side management. The firm's investment strategies include five portfolio models ranging from Ultra Aggressive to Growth & Income, with a focus on diversified stock and bond funds. Clients are encouraged to review account statements and reports provided by the custodian. The firm does not have any disciplinary information to report and does not accept or pay fees for client referrals.