Boyd Financial Strategies, INC.

Assets Under Management

$121.0M

Number of Clients

187

Number of Advisors

3

Average Client AUM

$647K

AUM per Advisor

$40.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Boyd Financial Strategies, Inc. offers financial planning and investment advice to individuals and families. Their investment strategies primarily use mutual funds, stocks, bonds, CDs, and fixed rate deferred annuities. They require clients to develop a financial plan before making investment recommendations. They use Charles Schwab and Company as their primary custodian.

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $125K1.00%
$125K - $375K0.90%
$375K - $875K0.80%
$875K - $1.9M0.70%
$1.9M - $3.9M0.60%
$3.9M - $7.9M0.50%
$7.9M+0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location

319A Southbridge St, Ste 201, Auburn, MA, 01501

3 Advisors at this firm