Ian da Costa Boyce
IB
CFP
Ian da Costa Boyce
IB
CFP

Ian Da Costa Boyce

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
403 clients
Average Client Portfolio
$925K average
Assets Under Management
$372.6M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1.0M - $2.0M0.60%
$2.0M - $5.0M0.40%
$5M+0.40%

Fees negotiable for accounts above $5,000,000.

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

Ian da Costa Boyce
IB
Ian Da Costa Boyce

Location

6506 Constitution Dr., Fort Wayne, IN, 46804

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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

Ian is a Director at Farmers & Merchants Bank since January 2024, focusing on strategy, compliance, and operations. He dedicates a few hours per week to this role, most of which occur during securities trading hours.

Employment History
Current Registrations
Dickmeyer Boyce Financial Management, INC
March 2004 - Present · 21 yrs 11 mos
Previous Registrations
Galecki Financial Management INC
December 2002 - March 2004 · 1 yr 3 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Additional Information

Wealth Management is a holistic process of evaluating your complete financial picture and developing a plan that is focused upon your present financial situation and achievement of your financial goals. The process begins with the Personal Financial Overview which guides us in the development and maintenance of your investment plan.

Ian da Costa Boyce
IB
Contact
Ian Da Costa Boyce
Ian Da Costa Boyce - Financial Advisor | TrueAdvisor