Jack Boyd is a registered investment advisor at Boyd Financial Strategies, INC., based in Round Rock, TX, with 1 years of industry experience. Jack 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 187 clients with $120M 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 $125K | 1.00% |
| $125K - $375K | 0.90% |
| $375K - $875K | 0.80% |
| $875K - $1.9M | 0.70% |
| $1.9M - $3.9M | 0.60% |
| $3.9M - $7.9M | 0.50% |
| $7.9M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Round Rock, TX
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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 ActivitiesSells Insurance
Jack is a sole proprietor engaged in fixed rate annuity sales and service since July 2023. He dedicates a few hours per week assisting clients of Boyd Financial Strategies, Inc. with fixed rate annuity products.
Employment History
Current Registrations
Boyd Financial Strategies, INC.
State Registrations2 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.