Assets Under Management
$121.0M
Number of Clients
187
Number of Advisors
3
Average Client AUM
$647K
AUM per Advisor
$40.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Boyd Financial Strategies, Inc. offers financial planning and investment advice to individuals and families. Their investment strategies primarily use mutual funds, stocks, bonds, CDs, and fixed rate deferred annuities. They require clients to develop a financial plan before making investment recommendations. They use Charles Schwab and Company as their primary custodian.
| Assets Under Management | 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.
319A Southbridge St, Ste 201, Auburn, MA, 01501