James Boynton
James Boynton is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Antonio, TX, with 45 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
10001 Reunion Pl Ste 422, San Antonio, TX, 78216-4127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a board member for Boynton since 2019, dedicating about 10-20% of his time. He also has an oil & gas royalty business, ATCOTX, LLC, which requires minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Everen Securities, INC.Broker
Painewebber IncorporatedBroker
Rotan Mosle INC.Broker
Painewebber IncorporatedBroker
Underwood, Neuhaus & CO., IncorporatedBroker
Rotan Mosle INC.Broker
State Registrations11 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.