Norman M. Boone, MBA, CFP
President, founder
Boone Financial Advisors, Inc.
433 California Street, Suite 520
San Francisco, California 94104
415-788-1952
Year practice began: 1987
Number of advisors in office: 6 CFPs, one CFP in training
Number of clients: about 230
Compensation method: fee only
Fee for managing assets: 1% on the first $1 million and 0.75% on the next $1 million, down to 0.15% for more than $10 million. Minimum annual fee: $10,000
Hourly rate: General consulting: $300 for senior advisors; $100 for paraprofessionals; $60 for clerical time
Clientele: mostly retired professionals
Education: BS in political science, Stanford University; MBA in finance, Harvard Business School
Previous incarnations: banker; corporate officer; U.S. Army officer; VISTA volunteer
Outside interests: Coaching youth baseball, hiking, travel, community service
Linda S. Lubitz, CFP