Eric
Boyce
Boyce & Associates Wealth Consulting, Inc
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About this Advisor
Eric Boyce is a chartered financial analyst working out of Cedar Park, Texas with 6 years of relevant experience. Boyce is currently employed by Boyce & Associates Wealth Consulting, Inc. Over the course of their career, Boyce has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Mcdonald Capital Management, Integrated Wealth Strategies, Bka Wealth Consulting, Inc and Bka Business Consulting, LLC. Boyce maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in Texas. Boyce & Associates Wealth Consulting, Inc is a firm based out of Cedar Park, TX. The investment advisory business has a total of 12 advisors. It handles $148 million in assets between its 779 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 779 client accounts, 15% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Boyce & Associates Wealth Consulting, Inc performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services typically depend on which services the firm provides the client. However, fees charged by Boyce & Associates Wealth Consulting, Inc may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boyce & Associates Wealth Consulting, Inc Brokerage Details
$147,905,060
12
779
$189,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Eric Boyce Work History
Eric has been registered as a financial advisor for 6 years.*
Bka Business Consulting, LLC
Bka Wealth Consulting, Inc
Integrated Wealth Strategies
Mcdonald Capital Management
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Boyce 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 Boyce & Associates Wealth Consulting, Inc
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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