Andrew Boyd
Andrew Boyd is a registered investment advisor at Core Financial Advisors, based in San Bernardino, CA, with 25 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 249 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CORE Financial Advisors offers investment management through Comprehensive Portfolio Management and Institutional Intelligent Portfolios. The maximum fee for Comprehensive Portfolio Management is 1.50% of assets managed. The maximum fee for Institutional Intelligent Portfolios is 1.00% of assets managed. Fees are billed quarterly in advance and are negotiable.
Location
301 East Vanderbilt Way, Suite 230, San Bernardino, CA, 92408
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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 →Other Business ActivitiesSells Insurance
Andrew is a partner and owner of Core Financial Advisors, a registered investment advisor (RIA) offering tax services and fixed insurance products. He has been in this role since 1998.
Employment History
Current Registrations
Core Financial Advisors
Previous Registrations
Gbs Financial CORP.
State Registrations1 state
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.