Timothy Boyle is a registered investment advisor at Radix Wealth, based in Scottsdale, AZ, with 21 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 76 clients with $62M 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 | 0.95% |
| $500K+ | 0.85% |
Fees are negotiable. Clients who use First Trust for direct indexing will pay additional asset-based fees of 0.30% per year, and will be subject to an annual per account minimum of $1,500 assessed by First Trust.
Fee Estimator
Location
16220 N Scottsdale Rd, Suite 300, Scottsdale, AZ, 85254
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
Timothy is the managing member and sole owner of Boyle Group Insurance Services, LLC, a licensed insurance agency, dedicating about 10-20% of his time to insurance activities. He is also the managing member of The Boyle Group, LLC, a holding company, spending minimal time on administrative tasks.
Employment History
Current Registrations
Radix Wealth
Previous Registrations
The Boyle Group Wealth Management
Cetera Advisors LLC
Cetera Advisors LLCBroker
Waddell & Reed
Waddell & ReedBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Sharebuilder Advisors, LLC
Sharebuilder Securities CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Phillips & Company Securities INC.Broker
State Registrations3 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.