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Grant Boyle

Kathmere Capital Management, LLC

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About Grant Boyle

Grant Boyle is a financial advisor who has been working in the industry since 2014. Grant is currently registered with Kathmere Capital Management, LLC, and is licensed in Pennsylvania. Grant holds the Series 65 license and is a Certified Financial Planner. Grant has experience working with high net worth individuals, pension and profit sharing plans, corporations and other businesses, and individuals other than high net worth. Grant specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Selection of Other Advisors. Grant has a history of employment with various institutions including Northwestern Mutual, USLI, Saint Joseph's University, and Kathmere Capital Management.

Firm Information

Grant Boyle is currently registered with Kathmere Capital Management, LLC. Kathmere Capital Management, LLC is an investment advisor based in WAYNE, PA. The firm manages approximately $1.84 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kathmere Capital Management provides financial planning, portfolio management, pension consulting, and selection of other advisers. The firm has 5 licensed agents, 11 investment adviser representatives, and 2 registered representatives.
Kathmere Capital Management, LLC

435 DEVON PARK DRIVE

WAYNE, PA 19087

$1.84B

Assets Under Management

66

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Grant Boyle’s Registration & Firm History

PA

02/21/2020 - Present

Kathmere Capital Management, LLC (WAYNE PA)

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Licenses & Designations

IA

Issued 03/16/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grant Boyle.
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