Boca Retirement Strategies Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides portfolio management and comprehensive financial planning to individuals and a small number of institutional and non-profit clients. It prepares an individualized Investment Policy Statement for each client and offers services on both a discretionary and non‑discretionary basis.
Investment decisions draw on a mix of charting, cyclical, fundamental, technical analysis and modern portfolio theory and are implemented with a long‑term trading orientation. Portfolios are built from mutual funds, equities, fixed income, ETFs (including precious‑metals sector ETFs) and Treasury inflation‑protected securities, with quarterly monitoring and custodian‑provided reporting.
Noteworthy for its size, the adviser manages roughly $2.9 million across about two dozen clients while serving a broader client mix that includes pension and profit‑sharing plans, charitable organizations, and business/insurance entities. The principal maintains an unrelated full‑time occupation outside the firm, the firm does not use third‑party managers or wrap programs, and it reports no disciplinary history.
Client services
Expertise
Fee options
Fixed fees for financial plans between $250 and $10,000
$500,000 - $1,000,000: 1.5% $1,000,001 - $2,000,000: 1.0% (in addition to previous tier) $2,000,001 - $3,000,000: 0.75% (in addition to previous tier) $3,000,001+: 0.5% (in addition to previous tier)
$250 to $350 per hour
Fee-only: Financial planning fixed fees between $250 and $10,000; hourly fees between $250 and $350; ongoing AUM fees of 1.00% for assets $0-$1,000,000 and 0.50% for assets above $1,000,000
Main office
Jupiter FL
Advisors at this office
1
Most active in
Florida · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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