Lindsey Sharpe
Lindsey Sharpe is a registered investment advisor at Boyce & Associates Wealth Consulting, INC., based in Cedar Park, TX, with 11 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 268 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable based on certain circumstances.
Fee Estimator
Location
3109 Kenai Dr., Ste 107, Cedar Park, TX, 78613
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Lindsey is a social marketer for Modere, purchasing skincare products for personal use. She is also an Investment Adviser Rep and sells insurance through BKA Wealth Consulting, dedicating a few hours per week to insurance sales, and volunteers at Imagine College Consulting, spending about 10-20% of her time providing student counseling.
Employment History
Current Registrations
Boyce & Associates Wealth Consulting, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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