Brian Boyle is a registered investment advisor at Boyle Capital, based in West Des Moines, IA, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 425 clients with $300M 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 | 1.50% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are negotiable depending on individual client circumstances. The firm also offers a Manager of Managers program with fees ranging from 0.25% to 1.50% annually, in addition to the fees paid to the selected managers, not to exceed 2.25% combined.
Fee Estimator
Location
1230 Office Plaza Drive, West Des Moines, IA, 50266-2300
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Regulatory History (1)
Customer Dispute
January 2012Employment History
Current Registrations
Boyle Capital
Previous Registrations
Dewaay Capital Management
State Registrations3 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.