David Boydell
David Boydell is a CFP-designated registered investment advisor at Mutual Advisors, LLC, based in Sonoma, CA, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.
For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.
Location
724 Broadway, Sonoma, CA, 95476
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2019Customer Dispute
August 2018Customer Dispute
May 2017Customer Dispute
July 2015Other Business ActivitiesSells Insurance
David is an independent insurance agent selling life, indexed annuities, long-term care, and disability insurance, dedicating a few hours per week. He is also involved with Battleline Technologies LLC, FairShares, Inc., and is writing a children's book.
Employment History
Current Registrations
Mutual Advisors, LLC
Previous Registrations
Mutual Securities, INC.Broker
Concert Wealth Management
Mid Atlantic Financial Management, INC.
Mid Atlantic Capital CorporationBroker
London Pacific Advisors
London Pacific Securities, INC.Broker
Mony Securities CorporationBroker
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.