Boyle Capital offers investment management through a wrap fee program and, in limited cases, non-wrap accounts. They also provide financial planning services. Boyle Capital gathers client financial information to create tailored investment strategies. They may recommend third-party managers. Boyle Capital requires a minimum account size of $30,000, but this may be waived.
Assets Under Management$300M
Clients425
Advisors4
Avg. per Client$700K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are negotiable depending on individual client circumstances. The firm also offers a Manager of Managers program with fees ranging from 0.25% to 1.50% annually, in addition to the fees paid to the selected managers, not to exceed 2.25% combined.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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