Boyd Financial Strategies, INC.
Assets Under Management
$121.0M
Number of Clients
187
Number of Advisors
3
Average Client AUM
$647K
AUM per Advisor
$40.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Boyd Financial Strategies, Inc. offers financial planning and investment advice to individuals and families. Their investment strategies primarily use mutual funds, stocks, bonds, CDs, and fixed rate deferred annuities. They require clients to develop a financial or investment plan before making specific investment recommendations. They use Charles Schwab and Company as their primary recommended custodian.
Fee Structure
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
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
Location
319A Southbridge St, Ste 201, Auburn, MA, 01501