Boyd Investment Services provides investment advice and financial services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, and small businesses. The firm focuses on developing and executing plans to build and preserve wealth through personalized asset allocation programs and custom-tailored portfolios. Boyd Investment Services also offers consulting services on various financial issues.
Assets Under Management$52M
Clients85
Advisors1
Avg. per Client$610K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts of $1,000,000 and up.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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