John Boyle is a CFP-designated registered investment advisor at Ascent Capital Partners, LLC, based in Grapevine, TX, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 69 clients with $170M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees may be negotiable at the discretion of the advisor. Fees for accounts over $50,000,000 are negotiable. Fee-based structured variable annuities and life insurance carry a maximum annual fee of 1.25%. Pontera accounts are charged a flat rate of 0.75%.
Fee Estimator
Location
1452 Hughes Rd, Suite 232, Grapevine, TX, 76051
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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
John is the CEO of Arizona Foothills Tax Accounting, Inc., a holding company, spending minimal time on governance and finance. He is also the Managing Principal of Ascent Tax Advisers, LLC, an accounting and tax services firm, dedicating full-time hours to governance, marketing, operations, and finance.
Employment History
Current Registrations
Ascent Capital Partners, LLC
Previous Registrations
Atlas Lifestyle Planning Group LLC
Ironwood Wealth Management, LLC
Integrum Wealth Management
Rocky Mountain Wealth Architects
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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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