Adam Boyer
Advisor at JMG Financial Group LTD
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at JMG Financial Group LTD
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Downers Grove, IL 60515
Credentials
Series 66
Industry experience
15 years
Adam Boyer is a financial advisor at JMG Financial Group Ltd. with 15 years of industry experience. He holds a Series 66 designation and has previously worked at the London Stock Exchange Group, Northern Trust Securities, The Northern Trust Company, and Charles Schwab. JMG Financial Group Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax preparation services. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a mix of ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.
Based on JMG Financial Group LTD
Based on JMG Financial Group LTD
Financial advisory and consulting fixed fees generally range from $10,000 to $50,000 depending on scope and complexity
$0+: 0.35% +: 1.00%
Hourly rates range from $100 to $600 per hour for financial advisory and consulting services and tax consulting
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $20,000 for combined investment advisory and financial advisory services Fee-only: Annual advisory fee based on percentage of assets under management, negotiable, generally ranges from 0.35% to 1.00%
2001 Butterfield Road, Suite 1400
Downers Grove, IL 60515
Illinois
JMG Financial Group, Ltd.
2025 - Present (1 year)
JMG Financial Group, Ltd.
2024 - 2024 (1 year)
Unemployed
2024 - 2024 (1 year)
London Stock Exchange Group
2022 - 2024 (2 years)
Northern Trust Securities, Inc.
2020 - 2022 (2 years)
The Northern Trust Company
2019 - 2022 (3 years)
Charles Schwab
2007 - 2019 (12 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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