Richard Boyer is a CFP-designated registered investment advisor at Bcwm, based in Overland Park, KS, with 31 years of industry experience. Their practice areas include High Net Worth, Investment Management. Their firm serves 364 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
14221 Metcalf Ave, Suite 201, Overland Park, KS, 66223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bcwm
Previous Registrations
H&r Block Financial Advisors, INC.
UBS Painewebber INC.
State Registrations1 state
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