Lauren
Boyes
Abacus Wealth Partners
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About this Advisor
Lauren Boyes is a financial advisor based in Sebastopol, California, working with Abacus Wealth Partners. Lauren has previously held positions at Raymond James Financial Services, Inc, Edward Jones, UC San Diego, Boyes Financial Services, Raymond James Financial Services Advisors Inc, and Abacus Wealth Partners. Lauren has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Lauren is part of Abacus Wealth Partners, which operates out of Sebastopol, California. The firm has 13 offices and 71 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Abacus Wealth Partners includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Abacus Wealth Partners Brokerage Details
$3,137,060,878
71
5,804
$540,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Lauren Boyes Work History
Abacus Wealth Partners
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Boyes Financial Services
Uc San Diego
Edward Jones
Disclosures
Please visit the SEC profile of Lauren Boyes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abacus Wealth Partners
Calabasas, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
View Park, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
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