Boerum Hill Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,384,647
Clients
87
8% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
87
Very HighAverage account size
$533,157
About
Boerum Hill Financial Advisors serves individual and high‑net‑worth clients, providing discretionary wealth management alongside financial planning and consulting. Its services include customized portfolio construction using mutual funds, ETFs and, where appropriate, individual securities, as well as referrals to tax and legal specialists.
The firm’s investment approach is primarily long‑term and emphasizes strategic asset allocation, global diversification, tax efficiency and cost control, with an explicit use of low‑turnover, passive building blocks alongside occasional fundamental and technical analysis. Boerum Hill often implements portfolios through third‑party independent managers and may retain legacy holdings or employ cash positions for tax or risk management reasons.
Distinctive features include its small, single‑adviser structure managing roughly $46 million across under 100 clients while leveraging institutional‑grade tooling and a turnkey asset management partner to provide sub‑advisory, trading and back‑office functions. The firm’s leadership brings multiple advanced professional designations and an audit/risk‑management background, and the adviser maintains an institutional custodian relationship that supplies platform services and other benefits.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Tax-loss harvesting
Fee options
Fixed fees based on expected hours for financial planning; annual fees up to $12,000.
0.50% to 1.30% annually (tiered based on assets, complexity, and relationship)
$175 to $300 per hour for financial planning services.
Fee-only: Wealth management fees based on assets under management; financial planning fees on hourly, fixed, or annual retainer basis.
Main office location
Boerum Hill Financial Advisors LLC
236 Livingston St, Suite 15 G
Brooklyn NY 11201, United States
Number of offices
1
Most active in
Boerum Hill Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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