Boyd Hansen
Boyd Hansen is a CFP-designated registered investment advisor at The Karras Company, INC., based in Roy, UT, with 41 years of industry experience. Boyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 251 clients with $370M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10 Million.
Fee Estimator
Location
4695 South 1900 West, Suite 3, Roy, UT, 84067
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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
Boyd is the CEO of Boyd R. Hansen & Co. Inc Dba Medical Business Services since 1975, dedicating about 10-20% of his time. He is also an independent life and health insurance agent and an investment advisor representative with The Karras Company, Inc., spending more than half his time on the latter.
Employment History
Current Registrations
The Karras Company, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations11 states
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