Lisa Boyd is a CFP-designated registered investment advisor at Marcus Capital, LLC, based in Northfield, IL, with 18 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 98 clients with $110M 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 | 1.00% |
Some clients may pay a previously agreed upon fixed quarterly fee for accounts that do not require a high level of active management. All advisory fees are negotiable.
Fee Estimator
Location
One Northfield Plaza, Suite 222, Northfield, IL, 60093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Marcus Capital, LLC
State Registrations1 state
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