SJ Boyle Wealth Planning is a registered investment advisor based in New Hampshire, founded in 2011 and led by Sally Jane Boyle. The firm provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Using modern portfolio theory and long-term investment strategies, SJ Boyle Wealth Planning constructs and monitors personalized investment portfolios. The firm also offers financial planning services covering areas such as investment planning, life insurance, taxes, retirement, college funding, and debt management. SJ Boyle Wealth Planning serves individuals and high-net-worth individuals, and does not impose any account minimums.
Fee Structure
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% |
Fees are calculated based on the balance on the first day of each quarter and billed in advance.