Boyd Capital Management

Financial Advisor in Rochester, NY

Firm Info
Address: 30 W Broad St Unit 2, Rochester, NY 14614, USA
Phone: (585) 269-8511

Firm Size
Assets Under Management: $88.3 million
# of Advisors: 2
# of Clients: 452
Client to Advisor Ratio: 226:1
Average Account Size: $195,376
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

Get Connected with a Financial Advisor

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Boyd Capital Overview

BOYD CAPITAL is a fee-based investment advisory firm headquartered in Rochester, NY. Despite being a relatively new firm, having been established in 2021, BOYD CAPITAL has been providing impeccable financial planning and portfolio management services to both individuals and small businesses. It operates as an insurance broker or agent while also offering investment advice. As a fee-based firm, BOYD CAPITAL is committed to transparency in its fee arrangements. This ensures that their clients understand the compensation structure as they receive investment advice and financial planning services. Moreover, BOYD CAPITAL offers portfolio management, which means they help their clients to make informed investment decisions with their money. BOYD CAPITAL prides itself in its ability to deliver outstanding financial advice to both individual and small business clients. With its focus on financial planning and extensive experience in portfolio management, it is an ideal investment partner for those looking for a responsive and dependable advisor. With aggressive growth plans in place, BOYD CAPITAL is set to be one of the leading investment firms for years to come.

BOYD CAPITAL serves a diverse array of clients across various income brackets and financial needs. Geared towards providing tailored financial solutions to every individual, they cater to individuals ranging from those with low to high net-worth. BOYD CAPITAL's clients are also composed of pension or profit sharing plans. They provide personalized investment strategies, financial planning, and advisory services to help their clients achieve their financial goals. BOYD CAPITAL offers multiple fee structures to suit their clients' requirements. Depending on the service provided, they offer percentage of Assets Under Management (AUM); hourly rates if a client needs to consult about a particular matter; fixed fees are available to clients who seek investment management; and commission-based structures for clients who deserve a brokerage platform. The fee structures can be customized to fit every client's unique requirements. BOYD CAPITAL ensures transparency in the costs involved to provide a comfortable and trustworthy relationship with their clients.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Boyd Capital does not mention an investment minimum.

How This Office Can Help Rochester, NY Residents

Boyd Capital Management is a trusted financial planning firm that strives to serve the needs of clients in Rochester, NY. The company understands the challenges that people living in Rochester, NY face when it comes to their financial situations. The team of experts at Boyd Capital Management works with individuals, families, and businesses to help them achieve their financial goals. For individuals, Boyd Capital Management can help with retirement planning, investment options, tax planning, and estate planning. Rochester, NY residents may also benefit from the firm's services in managing debt and improving their credit score. The company also offers services for small businesses, including financial planning, payroll management, and employee benefits. Overall, Boyd Capital Management takes pride in offering customized solutions that meet the unique needs of their clients in Rochester, NY.

To view the Minimum Investment and Fee Schedule for Boyd Capital, visit their Part 2 Brochure.

Services Offered by Boyd Capital

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Boyd Capital most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 30 W Broad St Unit 2, Rochester, NY 14614, USA
Phone (585) 269-8511
Directions
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Other Office Locations

This firm has no other locations.


Disciplinary History

Boyd Capital does not have any disclosures. Please visit it's Form ADV for more details.