MB
CFP
MB
CFP

Matthew Boyle

24 Years of Experience
Contoocook, NH
Broker

Matthew Boyle is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in Contoocook, NH, with 24 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 297,074 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1966 advisors
Number of Clients
297,074 clients
Average Client Portfolio
$658K average
Assets Under Management
$195.4B

Fee Structure

Minimum Investment:$5
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

Fees are negotiable on a plan sponsor-by-sponsor basis and typically decline for account balances greater than $100,000, up to a maximum of 0.60%.

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

Contoocook, NH

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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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Other Business Activities

Matthew is a board member for the NH Children's Health Foundation and the Hopkinton Library Foundation, and also involved with the Hopkinton Soccer Club as a board member and coach. He also referees for the New Hampshire Soccer Referee Association.

Employment History
Current Registrations
Empower Financial Services, INC.
July 2020 - Present · 6 yrs 3 mos
Empower Advisory Group, LLC
July 2020 - Present · 6 yrs 3 mos
Empower Financial Services, INC.Broker
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Voya Financial Advisors, INC.
June 2018 - July 2020 · 2 yrs 1 mo
Voya Financial Advisors, INC.Broker
June 2018 - July 2020 · 2 yrs 1 mo
Waddell & Reed
June 2017 - June 2018 · 1 yr
Waddell & ReedBroker
June 2017 - June 2018 · 1 yr
People's Securities, INC.
August 2016 - June 2017 · 10 mos
People's Securities, INC.Broker
August 2016 - June 2017 · 10 mos
Charles Schwab & CO., INC.
March 2008 - May 2016 · 8 yrs 2 mos
Charles Schwab & CO., INC.Broker
March 2008 - May 2016 · 8 yrs 2 mos
Cco Investment Services CORP.Broker
November 2004 - April 2006 · 1 yr 5 mos
Putnam Retail Management Limited PartnershipBroker
July 2000 - November 2004 · 4 yrs 4 mos
State Registrations45 states
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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.