Paula Boyd is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 40 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
3000 Schwab Way, Westlake, TX, 76262
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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
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
TD Ameritrade, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Newfound Research LLC
Northern Lights Distributors, LLCBroker
Cole Capital CorporationBroker
Beaumont Financial Partners LLC
Bhil Distributors, INC.Broker
Navellier & Associates INC
Ifs Fund Distributors, INC.Broker
Navellier Securities CORP.Broker
Charles Schwab & CO., INC.Broker
Kw Securities CorporationBroker
Equitec Securities CompanyBroker
State Registrations52 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.