George Boyd is a CFA-designated registered investment advisor at Confido Capital, LLC, based in Palos Verdes Estates, CA. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 1 clients with $10M 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 $200K | 1.00% |
| $200K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Lower fees may be charged for fixed income-only management.
Fee Estimator
Location
Palos Verdes Estates, CA
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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
Confido Capital, LLC
State Registrations1 state
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