Broker Check

Ideal Client Profile

Boardwalk clients ideally possess most if not all of these characteristics:

  • They have important financial goals and are serious about personal financial success.
  • They want to simplify their life by delegating their financial matters to competent, trustworthy professionals.
  • They like the idea of having the simplest structure and the least number of accounts necessary to accomplish the result.
  • They would rather spend more time on the things that are truly important to them.
  • They are genuinely nice people with a sense of humor.
  • They have substantial investable assets.* [$500,000 min.]
  • They are happy paying net minimum annual recurring fees through assets under management (AUM) or fees for services (FFS) rendered.

What’s Important About Money...
To You?

Our Clients happily refer us to their family and friends because they understand how this benefits them and the entire client community.

*Nicholas Vantine offers these services through his affiliation with H.D. Vest Investment ServiceSM and H.D. Vest Advisory ServicesSM