Carol O'boyle is a CFP-designated registered investment advisor at O'boyle Wealth Management, INC., based in Beverly Hills, CA, with 6 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 384 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
O'Boyle Wealth Management offers investment management services where fees are calculated as a percentage of the assets managed.
For Comprehensive Portfolio Management, the maximum annual fee is 1.75%.
For Held Away Account Management, the maximum annual fee is 1.25%.
Fees are negotiable and billed quarterly or monthly in arrears.
Location
9701 Wilshire Boulevard, 10th Floor, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
O'boyle Wealth Management, INC.
State Registrations1 state
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