Boyd Capital Management (BCM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. BCM creates an Investment Policy Statement for each client to guide investment decisions. BCM also offers financial planning services covering areas like retirement, college, and tax planning. BCM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$120M
Clients532
Advisors2
Avg. per Client$230K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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