Boulder Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Boulder Investment Group provides personalized investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm manages approximately $72,084,098 in discretionary assets across about 144 client relationships and offers services such as goal-setting, asset allocation, retirement planning and ongoing portfolio management.
Investment strategy emphasizes a long-term, strategic asset-allocation approach using a core-and-satellite structure with mutual funds and ETFs as core holdings, while also employing individual stocks, bonds, ETFs and, when appropriate, options. The adviser uses a mix of fundamental, technical, charting and cyclical analysis, typically trades on a discretionary basis, performs reviews at least semi-annually, and requires clients to use specified qualified custodians for custody and trade execution.
The firm is operated by a sole owner/manager who also serves as the firm’s compliance officer, a solo-practitioner structure that is less common among supported firms. The principal holds CFP certification and securities licenses and discloses separate, licensed insurance activities (sale of life, disability and fixed annuities) that may create potential conflicts when insurance products are recommended.
Client services
Expertise
Fee options
$0.00 - $100,000: 1.50% $100,001 - $249,999: 1.25% $250,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.65% $5,000,000+: 0.60%
Account minimum: $100,000 Minimum fee: $1,500 annually (minimum fee) Fee-only: Investment management fees based on assets under management; no commissions charged by firm for investments
Main office
7400 W 132nd St., Suite 165
Overland Park KS 66213
Advisors at this office
1
Most active in
Arizona · Kansas · Missouri · Texas
Also doing business as
Boulder Investment Group · Boulder Investment Group, LLC · Boulder Wealth Management, 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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