Boca Retirement Strategies Inc.

Overview

Boca Retirement Strategies Inc. is an independent registered investment adviser focused on planning and portfolio management for individual and small-business clients. The firm charges a mix of percentage-of-AUM fees, hourly fees and fixed fees and positions itself as a hands-on adviser for retail clients rather than a capital allocator or institutional consultant. Its advisory activity centers on financial planning and discretionary portfolio management, with an expressed preference for equity-oriented solutions. The firm is not active on ESG mandates, is not registered as a multi-state adviser, and does not identify as a related adviser to a larger network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices