Advisor at Boca Retirement Strategies Inc.
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Firm
Boca Retirement Strategies Inc.
Location
Jupiter, FL
Credentials
Series 65
Industry experience
5 years
Hunter Brockway is a financial advisor at Boca Retirement Strategies Inc. with five years of industry experience. He holds a Series 65 credential and has worked in construction project management at Hypower since 2017. Boca Retirement Strategies provides portfolio management and comprehensive financial planning to individuals, institutional, and nonprofit clients. The firm uses a combination of charting, cyclical, fundamental, and technical analysis alongside modern portfolio theory to manage diversified portfolios with a long-term orientation.
Based on Boca Retirement Strategies Inc.
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
Jupiter, FL
Florida · Massachusetts
Boca Retirement Strategies Inc.
2020 - Present (6 years)
Hypower
2017 - Present (9 years)
Gable Electric
2011 - 2017 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Retirement Income Strategies Inc.
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