Keith Boyd
Keith Boyd is a registered investment advisor at Gladstone Wealth Partners, based in Flemington, NJ, with 32 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
28 Spring Street, Flemington, NJ, 08822
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2008Customer Dispute
June 2004Other Business Activities
Keith is involved in several investment-related activities through Gladstone Wealth Group, Gladstone Institutional Advisory, and Gladstone Wealth Partners, dedicating full-time hours to each. He also has a business entity, Blue Horseshoe Wealth Management, LLC, for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hibbard Brown & CO., INC.Broker
State Registrations23 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.