Boreal Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Boreal Advisors LLC is an independent registered investment adviser that primarily serves individual clients, offering discretionary and non-discretionary asset management, financial planning, and passively managed account options. The firm reports about $60 million in assets under management across roughly 88 clients and does not impose a minimum account requirement.
Investment programs are built from client‑documented goals and Investment Policy Statements, and the firm employs fundamental analysis, modern portfolio theory and passive strategies with attention to rebalancing and tax‑loss harvesting. Account reviews are performed monthly (with quarterly monitoring for assets held away), and the firm maintains a Code of Ethics and a fiduciary standard for client advice.
A less common feature disclosed in the brochure is that the firm’s principal maintained insurance‑agent activities through September 2026, a relationship that the firm notes as a recent change. The firm also discloses reliance on institutional custody and trading services that provide support benefits, while stating it does not receive external compensation for the sale of securities and reports no current material third‑party relationships.
Client services
Expertise
Fee options
Financial Planning Services flat fee between $500 and $5,000; Ongoing flat fees between $500 and $5,000 billed quarterly or monthly in advance.
$0 - $500,000: Up to 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.30%
Main office
929 Old Highway 8 NW, Suite 500
New Brighton MN 55112
Advisors at this office
1
Most active in
Minnesota · Texas
Also doing business as
Boreal Advisors LLC · Boreal Advisors, LLC
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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