Ian Boyce
Ian Boyce is a CFP-designated registered investment advisor at Dickmeyer Boyce Financial Management, INC, based in Fort Wayne, IN, with 23 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 420 clients with $440M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees are negotiable for accounts above $5,000,000. Separate schedules apply for ERISA retirement plans and charitable accounts.
Fee Estimator
Contact
Ian Boyce
Location
6506 Constitution Dr., Fort Wayne, IN, 46804
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Galecki Financial Management INC
State Registrations1 state
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
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.
More Advisors
- Patrick O'connell, CFPWealth Advisors Group
- Stephen Spoltman, ChFCSummit Consultants, INC.
- Kory Klosterman, CFPEdward Jones
- Adam Tudor, CFPLasalle St. Investment Advisors, L.L.C.
- Erik Tom, CFPSummit Consultants, INC.
- Melanie Colwell, CFPGalecki Financial Management INC