Boyce & Associates Wealth Consulting provides investment management and financial planning services to help clients build and protect their wealth. They tailor portfolios to meet individual client needs and risk tolerance. Services include financial planning, estate planning, business planning, and college planning. They also offer retirement plan services for businesses.
Assets Under Management$240M
Clients268
Advisors8
Avg. per Client$910K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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