Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are negotiable and depend on various factors. For accounts co-managed with AEWM, the firm's fee is 1.75% annually unless otherwise specified. For third-party managed accounts, the overall investment advisory fee will not exceed 2% annually. B.O.S.S. Retirement Advisors receives a portion of the fee from the third-party manager. The minimum fixed fee for financial planning is $500, and for consulting services, it's $250. A minimum of $7,000 is generally required to refer a client to a third-party money manager or platform provider.
Areas of Practice
Advisor Information
Office location
3400 N Ashton Blvd, Suite 190, Lehi, UT, 84043
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Austin is a minority member and manager of T4 Enterprises, LLC, a private investment entity, since November 2021. This activity represents a few hours per week, some of which occur during regular trading hours.