James Boyd
James Boyd is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Santa Monica, CA, with 39 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
2800 28th St, Suite #306, Santa Monica, CA, 90405
Get directionsHistory
Regulatory History (1)
Criminal
November 1964Other Business ActivitiesSells Insurance
James is an agent for non-variable (term life or second-to-die) insurance since 2017. He also prepares tax returns, owns rental real estate, and provides investment advisory services through Stratos Wealth Partners, spending nearly full-time on the latter.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations19 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.