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Dale Boyer

Voya Investment Management CO. LLC
25 Years of Experience
Scottsdale, AZ
Broker
View SEC Summary
View SEC Summary

Dale Boyer is a registered investment advisor at Voya Investment Management CO. LLC, based in Scottsdale, AZ, with 25 years of industry experience. Dale is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 566 clients with $270B in assets under management.

Voya Investment Management CO. LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
54 advisors
Number of Clients
566 clients
Average Client Portfolio
$485.8M average
Assets Under Management
$274.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard fees range from 0.10% to 1.00% depending on the asset class and strategy (Equity: 0.15% to 0.90%; Fixed Income: 0.10% to 1.00%; Multi-asset: 0.15% to 1.00%; Wrap programs: 0.125% to 1.00%). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7337 E Doubletree Ranch Rd. STE 100, Scottsdale, AZ, 85258

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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
Voya Investments Distributor, LLCBroker
November 2021 - Present · 4 yrs 11 mos
Voya Investment Management CO. LLC
November 2021 - Present · 4 yrs 11 mos
Voya Investments Distributor, LLC
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Bancwest Investment Services, INC. (bwis)
May 2020 - November 2021 · 1 yr 6 mos
Bancwest Investment Services, INC.Broker
May 2020 - November 2021 · 1 yr 6 mos
Voya Investment Management CO. LLC
January 2011 - January 2020 · 9 yrs
Voya Investments Distributor, LLCBroker
August 2003 - January 2020 · 16 yrs 5 mos
Morgan Stanley
August 2001 - December 2002 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
February 2000 - December 2002 · 2 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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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