DB
CFA
DB
CFA

Daniel Boyle

31 Years of Experience
Springfield, MA

Daniel Boyle is a CFA-designated registered investment advisor at Schwerin Boyle Capital Management, INC, based in Springfield, MA, with 31 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 177 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
177 clients
Average Client Portfolio
$6.7M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable with certain clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Monarch Place, Suite 700, 1414 Main Street, Springfield, MA, 01144

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Daniel is a principal and managing member of Eldaro Investors, LLC, which manages Double Play Partners Limited Partnership. Daniel serves in a research capacity for Eldaro Investors.

Employment History
Current Registrations
Schwerin Boyle Capital Management, INC
April 1994 - Present · 32 yrs
State Registrations1 state
MA
Advisor

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.

Exams
No exam information available for this advisor.