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Beaumont Boyce

LPL Financial LLC
9 Years of Experience
Houston, TX
1 DisclosureBroker
View SEC Summary
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Beaumont Boyce is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 9 years of industry experience. Beaumont is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Houston, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2024
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
July 2026 - Present · 3 mos
LPL Financial LLC
July 2026 - Present · 3 mos
LPL Financial LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
Hightower Advisors, LLC
September 2023 - August 2025 · 1 yr 11 mos
Hightower Securities, LLCBroker
September 2023 - August 2025 · 1 yr 11 mos
Raymond James & Associates, INC.
December 2015 - September 2023 · 7 yrs 9 mos
Raymond James & Associates, INC.Broker
November 2015 - September 2023 · 7 yrs 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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