Top financial advisors in Auburn, MA
We’ve curated a list of the best financial advisors in Auburn, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$97,266,939
Number of advisors
3 advisors
| $97,266,939 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Auburn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Auburn. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Boyd Financial Strategies, Inc.
Boyd Financial Strategies, Inc., founded by Rosemarie Boyd in 1983 and joined by John Boyd in 1985, offers financial planning and investment advice primarily to individuals with $500,000 to $20,000,000 in assets. The firm also serves a few 401k plans and business associations. Their investment strategies include mutual funds, stocks, bonds, CDs, and fixed rate deferred annuities. Clients are required to develop a financial or investment plan before specific recommendations are made. The firm uses Charles Schwab as the primary custodian and may work with other custodians when in the client's best interest. As of December 31, 2022, they managed $97,675,611 in assets, with $97,266,939 under discretionary management. Fees are based on a tiered schedule and may be negotiable. The firm does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Clients have investment discretion and may restrict specific securities from supervision. The firm does not buy or sell securities for commissions but may earn commissions from insurance products. Boyd Financial Strategies has no disciplinary history and provides detailed information on fees, compensation, investment strategies, and supervision practices. John Boyd, a Certified Financial Planner, has a background in financial planning and investment management.
$97,266,939 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Auburn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Auburn. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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