Emily Koonce is a CFP-designated registered investment advisor at Boyle Capital, based in West Des Moines, IA, with 5 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 425 clients with $300M 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 | 1.50% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are negotiable depending on individual client circumstances. The firm also offers a Manager of Managers program with fees ranging from 0.25% to 1.50% annually, in addition to the fees paid to the selected managers, not to exceed 2.25% combined.
Fee Estimator
Location
1230 Office Plaza Drive, West Des Moines, IA, 50266-2300
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Boyle Capital
State Registrations1 state
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