Herbert
Boyd
Custos Family Office LLC
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About this Advisor
Herbert Boyd is a financial advisor based in Austin, Texas, working with Custos Family Office LLC. Herbert has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, and Custos Family Office. Herbert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Herbert is part of Custos Family Office LLC, which operates out of Austin, Texas. The firm has 4 offices and 6 employees. The firm manages assets totaling $531.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Custos Family Office LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Custos Family Office LLC Brokerage Details
$531,768,882
6
370
$1,437,213
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Herbert Boyd Work History
Custos Family Office
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
Disclosures
Please visit the SEC profile of Herbert Boyd 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 Custos Family Office LLC
Littleton, CO
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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