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Matthew Lusins

Advisor at Bootpack Financial Partners, LLC

Updated today
Bootpack Financial Partners, LLC logo

Firm

Bootpack Financial Partners, LLC

Location

Jackson, WY

Credentials

CFP®, CFA®

Industry experience

5 years

Client services

Financial planning Portfolio management On-going financial

Fee options

Fixed

Fixed fees for financial planning between $3,500 and $10,000

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually

Project-based

$500 per hour (negotiable)

Other

Account minimum: $100,000 (may be waived at firm's discretion)

Work history

Boxer Capital, LLC

2021 - 2024 (3 years)

Bootpack Financial Partners

2020 - Present (6 years)

Convergence Investments

2018 - 2020 (2 years)

N/a

2017 - 2018 (1 year)

Buckrail Consulting

2017 - 2018 (1 year)

Meritage Group LP

2005 - 2017 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Mitchell H

Series 66

Jackson, WY

Merrill

Mitchell Hoover is a Wealth Management Advisor with the Thisted Group at Merrill Private Wealth Management. He works closely with multi-generational client families, including entrepreneurs, business owners, senior executives, and those managing complex financial affairs. His role involves helping clients define their wealth goals and providing tailored strategies to address the complexities of their financial situations. With a focus on comprehensive research, analysis, and coordination, Mitchell and his team assist clients through significant financial transitions, such as business sales, portfolio diversification, and acquisitions. Mitchell’s expertise encompasses college education planning, family wealth management, legacy planning, tax minimization, retirement income, and investment strategy for individuals and corporations. He holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA), and earned a bachelor's degree from Colorado State University. Outside of his professional activities, Mitchell dedicates time to community volunteering and enjoys a variety of outdoor activities including skiing, mountain biking, fishing, and snowmobiling. He lives with his wife Sarah, their two children, and their dog Sydney.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive Mid-Career Professionals Married/Couples/Partners Parents
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