Austin Boyce is a CFP-designated registered investment advisor at Soundview Advisors, based in Olympia, WA. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 176 clients with $410M 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 $750K | 1.25% |
| $750K - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable in special circumstances. Minimum quarterly fee of $1,875 for new clients as of 2024. Occasionally waive the minimum fee in cases of financial hardship or a long-term relationship between the client and the firm.
Fee Estimator
Location
1441 West Bay Drive, Suite 201, Olympia, WA, 98502
Get directionsHistory
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 →Employment History
Current Registrations
Soundview Advisors
State Registrations1 state
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.