Jeffrey Boyer
Jeffrey Boyer is a registered investment advisor at Commonwealth Financial Network, based in Lynchburg, VA, with 19 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
3708 Old Forest Road, Lynchburg, VA, 24501
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2011Other Business ActivitiesSells Insurance
Jeffrey sells fixed insurance, dedicating minimal time to this activity. He also owns 7 Grains Planning & Investments, LLC, spending all of his time on this business, and owns commercial rental property and Restoration Ranching, LLC, spending minimal time on each.
Employment History
Current Registrations
Commonwealth Financial Network
Previous Registrations
Commonwealth Financial NetworkBroker
Edward Jones
Edward JonesBroker
State Registrations2 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.
Exams
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