Boyer Financial Services provides financial planning and investment management services. They create custom financial plans and manage investment portfolios based on individual client goals and risk tolerance. Boyer Financial Services uses fundamental and technical analysis to make investment decisions. They also offer an algorithm-based investment program through an online portal. A minimum investment of $250,000 is generally required to open and maintain an account.
Assets Under Management$140M
Clients315
Advisors2
Avg. per Client$460K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.3M | 1.25% |
| $1.3M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.65% |
Investment advisory fees are negotiable based on several factors, including the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with Boyer Financial Services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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