Samuel Boyd
Samuel Boyd is a CFP-designated registered investment advisor at Mariner Independent, based in Purcellville, VA, with 16 years of industry experience. Samuel 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, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
37279 Koerner Ln, Purcellville, VA, 20132
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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 ActivitiesSells Insurance
Samuel is an independent insurance agent for various insurance companies and a board member of the National Capital Area Financial Planning Association. He is also the founder/managing partner of Boyd Family Ventures, LLC, which operates a family Airbnb, and the President of Confido Advice & Investments, dedicating full-time hours to this role.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Capital Investment Advisors
Cambridge Investment Research, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Girard Securities, INC.Broker
Micg Investment Management, LLCBroker
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.