Boyd Financial Strategies offers financial planning and investment advice to individuals and families, focusing on clients with $500,000 to $20,000,000 in assets. They use mutual funds, stocks, bonds, CDs, and fixed rate deferred annuities. A financial or investment plan is required before investment recommendations are made. Charles Schwab and Company is the primary recommended custodian.
Assets Under Management$120M
Clients187
Advisors3
Avg. per Client$650K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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