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How Does the Advisor Help Clients – Key Takeaways:
Bossert Capital LLC is a trusted financial advisor firm that provides personalized and comprehensive financial management services to their clients. They have a team of experienced and knowledgeable advisors who work closely with their clients to understand their financial goals and create customized strategies to help them achieve those goals.
Facts and Insights:
Founded in 2010, Bossert Capital LLC has been in business for over 10 years, serving individuals, families, and businesses with their financial planning needs. With a team of 8 advisors and over $500 million in assets under management, the firm has a proven track record of delivering successful results for their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 10 years |
Financial Services Offered:
Bossert Capital LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of their core services include investment management, retirement planning, estate planning, tax planning, and risk management. They also provide financial education and guidance to help their clients make informed decisions about their finances.
Client Types:
The firm serves a variety of clients, including high net worth individuals, business owners, executives, and professionals. They also work with retirees and pre-retirees to help them achieve a financially secure retirement. Bossert Capital LLC prides itself on its ability to serve clients from different backgrounds and financial situations.
Fees & Compensation:
The fee structure at Bossert Capital LLC is transparent and designed to align with the best interests of their clients. The firm charges a percentage of assets under management, with fees ranging from 1% to 2%, depending on the size of the portfolio. They may also charge hourly fees for specific services, and any fees or commissions are fully disclosed to clients.
Background:
The team at Bossert Capital LLC comprises experienced and qualified financial advisors with various certifications and licenses. They also have a diverse range of backgrounds and specialties, allowing them to provide comprehensive and holistic financial advice to their clients. The firm values integrity, trust, and transparency in their relationships with clients.
Financial Advisor Disclosures to Know:
Bossert Capital LLC prides itself on its ethical and compliant practices. They have a clean regulatory record, with no reported disciplinary actions or conflicts of interest. The firm is a registered investment advisor and is held to a fiduciary standard, meaning they are legally bound to always act in the best interests of their clients.