Robert Boylen
Robert Boylen is a registered investment advisor at Robert Charles Capital Management, based in Grand Rapids, MI, with 13 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 44 clients with $98M 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 $2.0M | 0.90% |
| $2.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for amounts over $10 million. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
P.O. Box 1707, Grand Rapids, MI, 49501
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2014Employment History
Current Registrations
Robert Charles Capital Management
Previous Registrations
Norris Perne & French LLP
State Registrations2 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.