Nicholas Boyd
Advisor at Calvert Wealth Management, Inc.
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 Calvert Wealth Management, Inc.
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.
Firm
Calvert Wealth Management, Inc.
Location
Dunkirk, MD 20754
Credentials
Series 63, Series 65
Industry experience
7 years
Nicholas Boyd is an investment advisor representative at Calvert Wealth Management, Inc. with seven years of industry experience. He has worked at Calvert Wealth Management since 2018 and previously held roles at APW Capital, Inc., Addison Group, and American University. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, providing discretionary portfolio management along with wealth planning and financial consulting. The firm emphasizes diversified asset allocation and offers fiduciary services for employer plans using an institutional custody and trading platform.
Based on Calvert Wealth Management, Inc.
Based on Calvert Wealth Management, Inc.
$0 - $1,999,999: 1.10% $2,000,000 - $5,000,000: 1.00% $5,000,001 - $7,000,000: 0.60% $7,000,001+: 0.50% $0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $4,000,000: 0.35% $4,000,001 - $5,000,000: 0.25% $5,000,001 - $10,000,000: 0.20% $10,000,001 - $25,000,000: 0.15% $25,000,001 - $50,000,000: 0.10% $50,000,001+: 0.05%
$300 per hour for Financial Planning and Consulting Services
Minimum fee: Minimum cost for preparing a Financial Plan is $2,500 Fee-only: Hourly consulting services at $300 per hour
3175 West Ward Road, Suite 120
Dunkirk, MD 20754
Maryland
APW Capital, Inc.
2020 - Present (6 years)
Calvert Wealth Management, Inc.
2018 - Present (8 years)
Addison Group
2017 - 2018 (1 year)
American University
2013 - 2017 (4 years)
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Is not active or affiliated with:
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They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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