Joseph O'boyle
Joseph O'boyle is a CFP-designated registered investment advisor at O'boyle Wealth Management, INC., based in Beverly Hills, CA, with 23 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 384 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
O'Boyle Wealth Management offers investment management services where fees are calculated as a percentage of the assets managed.
For Comprehensive Portfolio Management, the maximum annual fee is 1.75%.
For Held Away Account Management, the maximum annual fee is 1.25%.
Fees are negotiable and billed quarterly or monthly in arrears.
Location
9701 Wilshire Blvd, 10th Floor, Beverly Hills, CA, 90212
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 ActivitiesSells Insurance
Joseph is a sales agent for life, health, and disability insurance, dedicating about a quarter of his time. He is also the President/Owner of O'Boyle Wealth Management, Inc. and an independent insurance agent, spending full-time hours on each.
Employment History
Current Registrations
O'boyle Wealth Management, INC.
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations2 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.