How does the advisor help clients – Key Takeaways:
BOZ & COMPANY LLC is dedicated to providing exceptional financial services and expertise to their clients. They strive to help their clients achieve their financial goals and secure their financial future. The advisors at BOZ & COMPANY LLC are dedicated to building long-term relationships with their clients and providing personalized, comprehensive financial planning and investment management services.
The following are key takeaways on how BOZ & COMPANY LLC helps their clients:
- Provides personalized financial planning and investment management services to help clients achieve their financial goals
- Builds long-term relationships with clients based on trust and open communication
- Offers comprehensive financial services, including retirement planning, estate planning, tax planning, and more
- Uses a client-centered approach to ensure the best interests of the client are always the top priority
Facts and Insights
BOZ & COMPANY LLC has been in business for over 15 years and has established a strong reputation in the financial industry. The firm is registered with the Securities and Exchange Commission (SEC) and currently manages over $500 million in assets. They have a team of experienced and knowledgeable advisors who are committed to providing exceptional service to their clients.
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
BOZ & COMPANY LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Estate planning
- Investment management
- Tax planning
- Wealth management
Client Types
BOZ & COMPANY LLC caters to a diverse range of clients, including individuals, families, and small business owners. They have the expertise and experience to create customized financial plans for each client based on their specific needs and financial goals. Their client base includes both high net worth individuals and those looking to build wealth.
Fees & Compensation
BOZ & COMPANY LLC believes in transparent and fair fees for their services. They have a fee-based compensation structure, meaning they charge a percentage of assets under management as their fee. This ensures that their interests are aligned with those of their clients. They do not earn commissions for selling specific products or investments, providing unbiased and objective recommendations to their clients.
Background
BOZ & COMPANY LLC was founded by John Boz, a seasoned financial advisor with over 25 years of experience in the industry. He is dedicated to helping clients make informed financial decisions and achieve their financial goals. The firm has a team of experienced advisors who bring a diverse range of expertise to the table, providing clients with a well-rounded financial planning and investment management experience.
Financial Advisor Disclosures to Know
BOZ & COMPANY LLC fully discloses any potential conflicts of interest and is committed to transparency in all dealings with their clients. They comply with all regulatory guidelines and make sure that their clients are aware of any risks associated with their recommended investment strategies. They also keep their clients informed about any developments or changes in their financial plans to ensure complete transparency and trust.