Jonathan Mcquade
Jonathan Mcquade is a CFP-designated registered investment advisor at Boyce & Associates Wealth Consulting, INC., based in Cedar Park, TX, with 11 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 268 clients with $240M 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 | 1.25% |
| $500K - $1000K | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable based on certain circumstances.
Fee Estimator
Location
3109 Kenai Dr., Ste 107, Cedar Park, TX, 78613
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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
Jonathan works with the Lake Travis Youth Association as a Youth Referee Assignor for the Soccer Club. This activity started in August 2018 and takes about 10-20% of his time.
Employment History
Current Registrations
Boyce & Associates Wealth Consulting, INC.
Previous Registrations
Seven Cedars Wealth Management LLC
Austin Wealth Management, LLC
Lakeview Financial Group LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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