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Micheal Boyter

10 Years of Experience
Flint, TX
May Earn CommissionSells Insurance

Micheal Boyter is a registered investment advisor at Boyter Financial Services, based in Flint, TX, with 10 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8 clients with $1.6M in assets under management.

Compensation
Commission-BasedFixed/Hourly
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$200K average
Assets Under Management
$1.6M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.00%
$100K - $250K0.75%
$250K - $1.0M0.50%
$1.0M - $3.0M0.25%
$3M+0.25%

Fees are negotiable for amounts over $3,000,000.

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

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Micheal is a co-owner of an insurance agency and financial services company.

Employment History
Current Registrations
Boyter Financial Services
February 2016 - Present · 10 yrs 3 mos
State Registrations1 state
TX
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.
Micheal Boyter - Financial Advisor | TrueAdvisor