BOOSTER, LLC
SEC RegisteredHelping Clients Navigate Corporate Retirement Planning
About the firm
BOOSTER is an independent Registered Investment Advisor and ERISA 3(21) Fiduciary Advisor that helps small to medium size businesses develop and manage qualified workforce retirement plans. The firm emphasizes fee transparency, fiduciary oversight, investment monitoring, and employee education.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
ERISA 3(21) fiduciary advisory services for corporate 401(k) and qualified retirement plans, including investment option selection and monitoring, fee transparency, employee education, and tailored retirement plan consulting
Who they serve
Small to medium size businesses seeking qualified workforce retirement plans
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 147 | $39M |
| High Net Worth Individuals | 14 | $30M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 29 | $161M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Personal Advisory < $500K | 0.90% |
| Personal Advisory $500K-$3M | 0.80% |
| Personal Advisory $3M-$10M | 0.65% |
| Personal Advisory $10M+ | 0.00% |
| Retirement Plan < $500K | 0.65% |
| Retirement Plan $500K-$1.5M | 0.40% |
| Retirement Plan $1.5M-$5M | 0.25% |
| Retirement Plan $5M-$10M | 0.15% |
| Retirement Plan $10M-$20M | 0.00% |
| Retirement Plan $20M+ | 0.00% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BOOSTER, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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