Boyter Financial Services offers investment advice and financial planning to individuals, couples, and business owners. They primarily use mutual funds, ETFs, and individual stocks and bonds in their portfolios. Boyter Financial Services tailors portfolios to individual client needs and goals, and clients can place restrictions on investments.
Assets Under Management$1.6M
Clients8
Advisors1
Avg. per Client$200K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.75% |
| $250K - $1.0M | 0.50% |
| $1.0M - $3.0M | 0.25% |
| $3M+ | 0.25% |
Fees are negotiable for amounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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