Robert Boyce is a PFS-designated registered investment advisor at Robert a Boyce LLC, based in Big Rapids, MI, with 10 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Robert A Boyce, LLC refers clients to Wells Fargo Advisors for investment management. Wells Fargo Advisors charges a wrap fee, and Robert A Boyce, LLC receives 25% of that fee as a referral fee. The minimum fee is $125 per quarter, and the minimum account value is $40,000. The fee can be negotiated to a lower rate based on the value of the client's advisory account.
Location
Big Rapids, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a shareholder, CPA, and president of Robert A Boyce, CPA, PC, a CPA firm, since 1994. He dedicates nearly full-time hours to providing income tax, accounting, and business consulting services.
Employment History
Current Registrations
Robert a Boyce LLC
State Registrations1 state
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