Maria Boisvert is a registered investment advisor at RBC Capital Markets, LLC, based in San Jose, CA, with 43 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
99 Almaden Boulevard, Suite 300, San Jose, CA, 95113-1603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Maria serves on the Board of Directors for Natividad Medical Foundation, participating in fundraising and the audit committee. This activity requires about 10-20% of Maria's time.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Sutro & CO. IncorporatedBroker
Waddell & Reed, INC.Broker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.