Boyd Wealth Management provides investment advisory services to individuals, families, and businesses. They offer comprehensive wealth management, which includes ongoing asset management and financial planning. They also offer financial planning services on a one-time or ongoing basis. For retirement plans, they offer discretionary and non-discretionary investment advisory services, as well as retirement plan consulting.
Assets Under Management$410M
Clients162
Advisors5
Avg. per Client$2.5M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
For clients under $2,000,000 of assets under management, a separate financial planning fee is billed to reach a combined minimum annual fee of $20,000/year. Fees are generally not negotiable except at Boyd Wealth Management's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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