JB
CFP
JB
CFP

James Edward Boyle

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
100 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$120.4M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.25%

The ongoing fee is negotiable at the sole discretion of the Adviser.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Greenwich, CT

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Plan First Wealth LLC
February 2022 - Present · 4 yrs
Previous Registrations
LPL Financial LLC
February 2019 - January 2022 · 2 yrs 11 mos
LPL Financial LLCBroker
February 2019 - January 2022 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2018 - January 2019 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2017 - January 2019 · 1 yr 1 mo
Fis Brokerage & Securities Services LLCBroker
March 2016 - February 2017 · 11 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.
James Edward Boyle - Financial Advisor | TrueAdvisor