B.O.S.S. Retirement Advisors, LLC
Assets Under Management
$1.1B
Number of Clients
6,850
Number of Advisors
46
Average Client AUM
$155K
AUM per Advisor
$23.1M
Compensation
Fixed/Hourly
About This Firm
B.O.S.S. Retirement Advisors offers discretionary and non-discretionary investment management services to individuals, families, and businesses. They may co-manage accounts with AE Wealth Management, LLC or refer clients to third-party managers/platform providers. Supplemental financial planning services may also be provided. The firm acts as a fiduciary and is required to act in the client's best interest.
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
Location
3400 N Ashton Blvd, Suite 190, Lehi, UT, 84043