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Douglas Boyd

Vanguard Advisers, INC.
25 Years of Experience
Scottsdale, AZ
1 DisclosureBroker
View SEC Summary
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Douglas Boyd is a registered investment advisor at Vanguard Advisers, INC., based in Scottsdale, AZ, with 25 years of industry experience. Douglas 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 791,528 clients with $340B in assets under management.

Vanguard Advisers, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2433 advisors
IM Fee
Planning only
Assets Under Management
$344.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Retirement plan consultation and financial plan (New model) — $250 for the consultation and plan, unless a lower fee was agreed upon with your plan sponsor.
  • Retirement plan consultation and financial plan (Legacy model for accounts $50,000 to $500,000) — $250, unless you qualify for a fee waiver (waivers apply if you have over $500,000 in total Vanguard assets or are over age 55).
  • Retirement plan consultation and financial plan (Legacy model for accounts under $50,000) — $1,000, unless you qualify for a fee waiver.
One-Time Plan:$250 - $1,000
View Full SEC Brochure

Location

14321 N Northsight Blvd, Scottsdale, AZ, 85260

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History

Regulatory History (1)
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Customer Dispute
March 2014
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Douglas is a landlord/owner of rental property in Scottsdale, AZ, since 2016. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Vanguard Advisers, INC.
October 2019 - Present · 7 yrs
Vanguard Marketing Corporation
October 2000 - Present · 26 yrs
Vanguard Marketing CorporationBroker
October 2000 - Present · 26 yrs
State Registrations2 states
AZTX
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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