BOYD FINANCIAL STRATEGIES, INC.
Auburn, Massachusetts
Boyd Financial Strategies, Inc. is a reputable small investment advisory firm headquartered in Auburn, MA. With over 140 individual clients and an impressive $97,676,000 in assets under management, they have established themselves as a trusted partner in financial planning. The company operates from a single office and offers a range of services, including insurance brokering and agency assistance. Notably, Boyd Financial Strategies, Inc. possesses extensive expertise in managing employer 401Ks and individual assets, which together account for approximately half of their assets under management. They have a proven track record in...
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Assets Under Mgmt

$97.68M

Investment Professionals

2

Locations

0

% 401K & Individual

34%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Other Business Activities
Insurance broker or agent
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