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
President, founder
Lubitz Financial Group
9130 South Dadeland Boulevard
Miami, Florida 33156
305-670-4440
Year practice began: 1994
Number of advisors in office: 2 CFPs; one CFP in training
Number of clients: about 115
Compensation methods: 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: $5,000
Hourly rate: $250
Clientele: long-term investors
Education: BS in economics, Florida International University
Previous incarnations: partner at Evensky & Brown Financial Advisors in Coral Gables, Florida; former president and founder of AmeriFirst Securities Corporation, the B/D subsidiary of AmeriFirst Bank
Outside interests: travel, gardening, tennis, community service
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