Boerum Hill Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Boerum Hill Financial Advisors serves individual and high‑net‑worth clients, providing discretionary wealth management alongside financial planning and consulting. Its services include customized portfolio construction using mutual funds, ETFs and, where appropriate, individual securities, as well as referrals to tax and legal specialists.
The firm’s investment approach is primarily long‑term and emphasizes strategic asset allocation, global diversification, tax efficiency and cost control, with an explicit use of low‑turnover, passive building blocks alongside occasional fundamental and technical analysis. Boerum Hill often implements portfolios through third‑party independent managers and may retain legacy holdings or employ cash positions for tax or risk management reasons.
Distinctive features include its small, single‑adviser structure managing roughly $46 million across under 100 clients while leveraging institutional‑grade tooling and a turnkey asset management partner to provide sub‑advisory, trading and back‑office functions. The firm’s leadership brings multiple advanced professional designations and an audit/risk‑management background, and the adviser maintains an institutional custodian relationship that supplies platform services and other benefits.
Client services
Expertise
Fee options
Fixed fees based on expected hours for financial planning; annual fees up to $12,000.
0.50% to 1.30% annually (tiered based on assets, complexity, and relationship)
$175 to $300 per hour for financial planning services.
Fee-only: Wealth management fees based on assets under management; financial planning fees on hourly, fixed, or annual retainer basis.
Main office
Brooklyn NY
Advisors at this office
1
Most active in
New Hampshire · New York
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.
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