How does the advisor help clients – Key Takeaways:
BOYNTON FINANCIAL LLC is dedicated to providing comprehensive financial planning and investment management services to their clients. They understand that each client is unique and has different financial needs and goals, so they tailor their services to meet those specific needs. Some key takeaways include:
- Personalized financial planning to help clients achieve their financial goals
- Expert investment management services to help clients grow their wealth
- Access to a team of experienced financial advisors who are committed to their clients’ success
Facts and Insights
BOYNTON FINANCIAL LLC has over $500 million in assets under management and is staffed by a team of 10 highly experienced financial advisors. The firm has helped countless clients achieve their financial goals and build a secure financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
BOYNTON FINANCIAL LLC offers a wide range of financial services to meet the needs of their diverse client base. These services include:
- Financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
Client Types
BOYNTON FINANCIAL LLC caters to a variety of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Working professionals
Fees & Compensation
BOYNTON FINANCIAL LLC operates on a fee-only model, which means they receive compensation directly from their clients and do not receive commissions for selling financial products. This ensures that their recommendations are always in the best interest of their clients. The firm’s fees are based on a percentage of the assets under management, and they are transparent and clearly outlined for clients.
Background
BOYNTON FINANCIAL LLC was founded in 2005 by John Boynton, a highly experienced financial advisor with a strong background in financial planning and investment management. He has assembled a team of talented advisors who share his passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, BOYNTON FINANCIAL LLC is required to disclose any potential conflicts of interest to their clients. They are committed to transparency and always provide full disclosure of any fees, compensation, and potential conflicts of interest. Their clients can trust that their advisors are always acting in their best interest.
In conclusion, BOYNTON FINANCIAL LLC is a well-established and trustworthy financial advisory firm that is dedicated to helping their clients achieve their financial goals. With their personalized approach and wide range of services, clients can rest assured that their financial future is in good hands.