Overview
- Headquarters
- Eden Prairie, MN
- Total Firm Assets
- $3.0 billion
- Average High-Net-Worth Client Portfolio Size
- $4.3 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Forbes 2025: 171
Fee Disclosure
Source: BOULAY WEALTH AUG 2026 ADV 2A.2B (2026-08-19) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.60% – 1.95% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $19,500 | 1.95% |
| $5 million | $97,500 | 1.95% |
| $10 million | $195,000 | 1.95% |
| $50 million | $975,000 | 1.95% |
| $100 million | $1,950,000 | 1.95% |
Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 90.31%
- Number of High-Net-Worth Clients
- 630
- Total Client Accounts
- 4,384
- Discretionary Accounts
- 4,154
- Non-Discretionary Accounts
- 230
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 111334
- BOULAY WEALTH AUG 2026 ADV 2A.2B (2026-08-19) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗