Boyce Reid is a CFA-designated registered investment advisor at Bgr Advisors, based in Midlothian, VA, with 25 years of industry experience. Boyce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fixed income accounts are charged 0.50% of the market value of assets. Fees are negotiable in limited situations.
Fee Estimator
Location
Midlothian, VA
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Regulatory History
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
Bgr Advisors
Previous Registrations
Trusco Capital Management INC
State Registrations1 state
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