Bootpack Financial Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$83,193,783
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
15
47% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$5,546,252
About
Bootpack Financial Partners provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, other investment advisers, and charitable organizations. The firm delivers individualized Investment Policy Statements, ongoing portfolio monitoring, and implementation of investment strategies tailored to client objectives.
The firm employs fundamental, quantitative, and modern portfolio theory analyses and typically pursues a long‑term trading approach while retaining discretion to effect trades consistent with client IPSs. It conducts quarterly account reviews and delivers ongoing planning services that include biannual check‑ins and annual plan updates.
Noteworthy aspects include a relatively small client roster paired with roughly $83 million in assets under management, suggesting a concentrated client base and substantive AUM per client, and an explicit willingness to serve charitable organization clients. The firm also discloses access to a broad range of investment types — from REITs and private placements to venture capital and digital‑asset exposure — and requires client custody at a single custodian, with related disclosures about services and potential conflicts.
Client services
Financial planning
Portfolio management
On-going financial
Fee options
Fixed fees for financial planning between $3,500 and $10,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
$500 per hour (negotiable)
Account minimum: $100,000 (may be waived at firm's discretion)
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.
Main office location
Bootpack Financial Partners, LLC
Jackson WY, United States
Number of offices
1
Forms ADV
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