JB
CFP
JB
CFP

Jchristopher Boyd

29 Years of Experience
Hyannis, MA

Jchristopher Boyd is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Hyannis, MA, with 29 years of industry experience. Jchristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1019 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.

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

1575 Iyannough Rd, Suite 1A, Hyannis, MA, 02601

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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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Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Asset Management Resources, LLC
February 2008 - January 2024 · 15 yrs 11 mos
Independent Advisers Group CORP
March 1998 - July 2012 · 14 yrs 4 mos
Jefferson Pilot Securities CORP
November 1996 - March 2008 · 11 yrs 4 mos
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.
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