Robert Boyce is a PFS-designated registered investment advisor at Robert a Boyce LLC, based in Big Rapids, MI, with 11 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Rates reflect contracted fees charged by Wells Fargo Advisors through the referral partnership. Variable annuities are charged at 1.50%, and cash holdings are charged at 0.00%. Fees are negotiable for larger accounts.
Fee Estimator
Location
Big Rapids, MI
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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.
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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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