Box Financial Advisors, LLC

Box Financial Advisors, LLC, established in 2010, offers investment supervisory services tailored to individual client goals, risk tolerance, and time horizon. The firm creates Investment Policy Statements for each client, covering aspects like asset allocation and risk management. Clients may grant discretionary authority for securities selection and transactions. Additionally, financial planning services encompass areas such as investment, tax, retirement, and debt planning, with fees based on a flat or hourly rate. Box Financial Advisors also manages a Special Purpose Vehicle, Concrete Partners, catering to sophisticated investors through private placement offerings. The firm's investment strategies primarily involve fundamental analysis, focusing on factors influencing company value and future earnings. Risks associated with investments include market fluctuations, interest rate changes, and liquidity concerns. The firm, acting as a fiduciary, prioritizes clients' best interests and does not accept compensation for recommending securities. Box Financial Advisors' fee structure for investment advisory services is tiered based on assets under management, with fees paid quarterly or semi-annually. Clients may impose restrictions on investments based on personal values, with a minimum recommended account size of $500,000. The firm does not participate in wrap fee programs and has assets under management totaling $92,585,711 for discretionary amounts.