Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for portfolio management are based on a percentage of the average daily balance, never to exceed 2% annually, billed monthly. Selected models may have additional management fees ranging from 0.25% to 1.00%. Financial planning services are included for portfolio management clients. Hourly consulting ranges from $100 to $300 per hour. Fixed fees and subscription-based fees are also available for financial planning, as documented in the financial planning agreement.
Areas of Practice
Advisor Information
Office location
Spring, TX
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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 →Other Business ActivitiesSells Insurance
Aaron is the President of Boyce Financial Services, where he sells insurance, dedicating about half of his time. He also works as a Business Development Consultant for Multiplan/Benefits Science Technologies, providing analytic solutions via software and automation, which takes about a quarter of his time.