How does the advisor help clients – Key Takeaways:
BOS ASSET MANAGEMENT, LLC is a financial expert providing professional guidance in managing assets and creating financial plans for clients. With a team of experienced advisors, they strive to help clients achieve their financial goals through personalized strategies and careful analysis of market trends.
Facts and Insights:
BOS ASSET MANAGEMENT, LLC was founded in 2005 and has been in the financial industry for over 15 years. They currently manage over $500 million in assets and have a team of 10 advisors specialized in different areas of financial planning. This allows them to provide a diverse range of services to their clients while also offering in-depth knowledge and expertise in various aspects of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
BOS ASSET MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management. Additionally, they also provide guidance on alternative investments and overall financial planning strategies.
Client Types
BOS ASSET MANAGEMENT, LLC serves a diverse client base, including high net worth individuals, families, and businesses. Their team of advisors is skilled in handling the complex financial needs of these clients and providing tailored solutions to meet their specific goals and objectives.
Fees & Compensation
As a fee-only advisor, BOS ASSET MANAGEMENT, LLC charges a percentage of assets under management as their fee. This fee structure ensures complete transparency and aligns their interests with those of their clients. The exact fee percentage may vary based on the size and complexity of a client’s portfolio, but it is standard industry practice for fee-only advisors.
Background
BOS ASSET MANAGEMENT, LLC was founded by experienced financial professionals who have a combined experience of over 50 years in the industry. Their team of advisors holds various certifications and qualifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise and knowledge have helped them build a solid reputation in the financial industry and earn the trust of their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BOS ASSET MANAGEMENT, LLC has a fiduciary duty to act in the best interests of their clients. They are legally required to disclose any potential conflicts of interest and put their clients’ interests above their own. This practice ensures that clients can trust the advice and recommendations provided by their team of advisors.