SJ Boyle Wealth Planning offers portfolio management based on individual client goals and risk tolerance. This includes investment strategy, asset allocation, and regular monitoring. They also provide financial planning covering investments, insurance, taxes, retirement, college, and debt. Clients can request restrictions on certain investments, but SJ Boyle Wealth Planning may end the relationship if those restrictions hinder their ability to properly service the account.
Assets Under Management$24M
Clients46
Advisors1
Avg. per Client$520K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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