Peter Boyd is a ChFC-designated registered investment advisor at Boyd Financial Strategies, INC., based in Auburn, MA, with 16 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 187 clients with $120M 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 $125K | 1.00% |
| $125K - $375K | 0.90% |
| $375K - $875K | 0.80% |
| $875K - $1.9M | 0.70% |
| $1.9M - $3.9M | 0.60% |
| $3.9M - $7.9M | 0.50% |
| $7.9M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
319A Southbridge St, Ste 201, Auburn, MA, 01501
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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 →Other Business ActivitiesSells Insurance
Peter is involved in insurance sales and service as a sole proprietor since 2009, focusing on fixed rate annuities, life insurance, and LTC insurance, dedicating a few hours per week. He is also the Owner/CEO of Apogee Strong Central Massachusetts, LLC, involved in insurance sales and service, dedicating minimal time.
Employment History
Current Registrations
Boyd Financial Strategies, INC.
State Registrations1 state
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