Justin Boyd is a registered investment advisor at Delta Financial Advisory, based in Meridian, ID, with 1 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 4 clients with $3.7M 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 - $4.0M | 1.00% |
| $4M+ | 0.80% |
Fees may be negotiable. Parties accepted by Delta Financial as Clients with accounts less than $200,000 are usually billed using hourly rates, or a negotiated management fee.
Fee Estimator
Location
Meridian, ID
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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
Justin is a consultant for Delta Financial Advisory, offering business consulting and accounting services to private sector clients. This activity may take up to 40% of his working hours.
Employment History
Current Registrations
Delta Financial Advisory
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.