JB
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
187 clients
Average Client Portfolio
$647K average
Assets Under Management
$121.0M
Fee Structure
Minimum Investment:$500K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $125K | 1.00% |
| $125K - $375K | 0.90% |
| $375K - $875K | 0.80% |
| $875K - $1.9M | 0.70% |
| $1.9M - $3.9M | 0.60% |
| $3.9M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:Up to $150/hr
Wealth management fees are based on a percentage of assets under management, billed quarterly. For hourly consulting, the rate is up to $150 per hour, and an estimate will be provided beforehand. Fees may be negotiable. The firm requires each client to develop a financial plan or investment plan before investment recommendations are made.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Advisor Information
Office location
255 Park Avenue, Suite 1000, Worcester, MA, 01609
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Boyd Financial Strategies, INC.
April 1996 - Present · 29 yrs 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.