Thomas Boyd
Thomas Boyd is a registered investment advisor at Coral Reef Advisors LLC, based in Ponte Vedra Beach, FL, with 30 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are calculated on a blended tier schedule and may be negotiated at the sole discretion of Coral Reef Advisors.
Fee Estimator
Location
13000 Sawgrass Village Circle, Building 9 Suite 48, Ponte Vedra Beach, FL, 32082
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Thomas works full-time for Coral Reef Advisors as a Registered Investment Advisor. He also sells various insurance products to residents of states where he holds an insurance license and works as a registered representative for Private Client Services, LLC.
Employment History
Current Registrations
Coral Reef Advisors LLC
Private Client Services, LLCBroker
Previous Registrations
Snowden Account Services LLCBroker
Snowden Capital Advisors LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
William Blair & Company L.L.C.
William Blair & Company L.L.C.Broker
Abn Amro IncorporatedBroker
The Chicago CorporationBroker
State Registrations7 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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