Drew Boyer is a registered investment advisor at Cme Financial Services, LLC, based in Columbus, OH, with 22 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
CME Financial Services refers clients to Private Advisor Group. CME Financial Services receives 0.50% of the 1.00% fee, and Private Advisor Group receives the other 0.50%. Fees are negotiable.
Fee Estimator
Location
365 S 4th Street, Columbus, OH, 43215
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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
Drew is involved in several investment-related activities, including providing investment advisory services through Private Advisor Group and Boyer Financial Group, taking nearly full-time. He also owns rental real estate and business entities for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
Cme Financial Services, LLC
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fortune Financial Services, INC.Broker
Parallel Equity Advisors LTD.
Fortune Financial Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations7 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.