Boardwalk Financial Strategies LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$197,600,000
Total clients
85
79% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
28
Average account size
$2,324,706
About
Boardwalk Financial Strategies LLC provides portfolio management and comprehensive financial planning to individuals, including high‑net‑worth clients, as well as charitable organizations and pension plans. The firm manages approximately $197.6 million across about 85 client relationships and also offers standalone hourly planning for clients who do not engage its ongoing investment supervision.
The firm emphasizes long‑term, globally diversified portfolios driven by asset allocation, documented risk tolerances, and periodic rebalancing, implementing strategies primarily through mutual funds and ETFs. Boardwalk uses fundamental and cyclical analysis and may tilt portfolios toward smaller‑company and value exposures, seeks discretionary trading authority for ongoing supervision, and employs a third‑party platform to manage held‑away defined contribution participant accounts with quarterly reviews.
Noteworthy distinctions include account minimum thresholds for retirees and pre‑retirees and the use of a third‑party participant‑account platform to manage held‑away retirement plan allocations without taking custody. The firm is approved to utilize Dimensional Fund Advisors mutual funds and receives related research and training support, and it discloses specific custody practices and a formal Code of Ethics intended to address conflicts of interest.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.15%
$500 per hour for advisor, $250 per hour for staff member
Account minimum: $1,500,000 Minimum fee: $17,500 minimum annual fee for standard accounts; $8,500 minimum annual fee for non-profit accounts Fee-only: Hourly fees of $500 for advisor, $250 for staff member; fees may be negotiable
Main office location
Boardwalk Financial Strategies LLC
128 Cottonwood Avenue
Hartland WI 53029, United States
Number of offices
1
Most active in
Illinois · Wisconsin
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.
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