John Boyle is a registered investment advisor at Lennox Financial, based in Swampscott, MA, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $19M 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 $200K | 1.25% |
| $200K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable and discounts may be offered for aggregating accounts in the same family. A few clients are grandfathered under old agreements with slightly different fees. There is a $300/quarter minimum fee for the first $200,000.
Fee Estimator
Location
168R Humphrey Street, Swampscott, MA, 01907
Get directionsHistory
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 Activities
John intends to provide services as a registered investment adviser.
Employment History
Current Registrations
Lennox Financial
Previous Registrations
Fox Advisor Group
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.