Boyce & Associates Wealth Consulting, Inc.
Firm details
- Headquarters
- Cedar Park, Texas
- CRD number
- 288157
- Registered since
- June 10, 2021
- Website
- www.boycewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.94%
- Individuals18.9%
- Pension & Profit Sharing Plans3.92%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Boyce & Associates Wealth Consulting, Inc. is an independent registered investment adviser focused on providing planning and portfolio services to individuals, families and select institutional clients. The firm is SEC registered (registered in 2021) and is owned by an individual proprietor. Its advisory practice combines portfolio management, financial planning and pension consulting, and it also operates as an insurance broker and sells other financial products. Fee arrangements include percentage-of-AUM billing alongside fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Other24%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$159M in ETFs
56%
$88.2M
41%
$70.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $18M | 184,940 | 11.32% |
Location
Cedar Park, TX
Williamson
Location
Cedar Park, TX
Headquartered in Cedar Park, TX, in the South of the United States.
- Region
- South
- County
- Williamson
- Address
- 3109 Kenai Dr
- Time zone
- CT (UTC-6)
- Office locations
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