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Bos Asset Management, Llc
Springfield, Illinois
5.0
5 Reviews
Bos Asset Management, LLC, headquartered in Springfield, IL, is a small investment advisory firm with two offices. With a total of nine employees, four of them specialize in providing investment advisory services. The firm manages a considerable amount of assets, averaging approximately $69,300,000 per investment advisor, which aligns with the industry average.
Bos Asset Management, LLC's compensation structure offers various options to its clients, including a percentage of assets under management, hourly charges, and fixed fees. With over 310 individual clients, the firm oversees an impressive portfolio totaling more than $635,...see more
Assets Under Mgmt
$635.7M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Bos Asset Management, Llc
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