John Boyd is a CFP-designated registered investment advisor at Mdrn Wealth, based in Venice, CA, with 8 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, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 87 clients with $72M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Fees are generally negotiable. If the client has a portfolio valued above $1,000,000 and also utilizes ongoing comprehensive financial planning services, then the client will pay the portfolio management fee according to the listed fee schedule.
Fee Estimator
Contact
John Boyd
Location
606 Venice Blvd, Ste 107, Venice, CA, 90291
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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 volunteers with the Arizona Department of Corrections, providing financial literacy education and pro-bono planning resources to incarcerated individuals. This public service role takes minimal time.
Employment History
Current Registrations
Mdrn Wealth
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations6 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.