Robert A Boyce, LLC is a registered investment advisor that refers clients to Wells Fargo Advisors for financial planning and investment management services through their Strategic Partnership Program. Robert A Boyce, LLC does not manage client assets or offer financial planning directly. Clients are free to choose any broker/dealer they prefer.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$40K
Investment management only (planning not offered)
Robert A Boyce, LLC refers clients to Wells Fargo Advisors for investment management. Wells Fargo Advisors charges a wrap fee, and Robert A Boyce, LLC receives 25% of that fee as a referral fee. The minimum fee is $125 per quarter, and the minimum account value is $40,000. The fee can be negotiated to a lower rate based on the value of the client's advisory account.
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