Kelly Boyle
Kelly Boyle is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boca Raton, FL, with 20 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
980 N Federal Hwy Ste 442, Boca Raton, FL, 33432
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Regulatory History (1)
Customer Dispute
July 2019Other Business Activities
Kelly is involved in several "other" business activities, including business ownership and consulting, dedicating a few hours per week to each. Kelly also serves as a board member for Boyle.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations19 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.