James Boyd is a CFA-designated registered investment advisor at Pension & Wealth Management Advisors, based in Waltham, MA, with 2 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 523 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is 1.00% and cannot exceed this rate, though fees may be negotiated under certain circumstances depending on the portfolio and relationship scope. Financial planning is included in this fee.
Fee Estimator
Location
800 South Street, Suite 160, Waltham, MA, 02453
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Regulatory History
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 →Employment History
Current Registrations
Pension & Wealth Management Advisors
Previous Registrations
Pension & Wealth Management Advisors
State Registrations9 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.
Exams
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