Joseph Boyle
Joseph Boyle is a registered investment advisor at Kintra Wealth, LLC, based in Williamsport, PA, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 552 clients with $460M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable. Certain fee arrangements may include a bundled fee for financial planning and investment management services.
Fee Estimator
Location
1000 Commerce Park Drive, Suite 416, Williamsport, PA, 17701
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
September 2019Regulatory
March 2017Other Business ActivitiesSells Insurance
Joseph is an accountant and owner of an accounting consultation and tax preparation business since 2004, dedicating a few hours per week to it. He is also an independent insurance agent selling fixed insurance, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Kintra Wealth, LLC
Previous Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
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.