Phillip Boyd
Phillip Boyd is a registered investment advisor at St. Bernard Financial Services, INC., based in Edmond, OK, with 25 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
Edmond, OK
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2017Other Business Activities
Phillip works as an employee and Chief Financial Officer, dedicating full-time hours to financial oversight, strategic planning, and pro forma analysis. This activity started in November 2019 and is not investment-related.
Employment History
Current Registrations
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
St. Bernard Financial Services, INC.
Previous Registrations
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
State Registrations4 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.