Bos Asset Management, LLC
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Overview
Bos Asset Management, LLC is located at 3400 Wabash Avenue, Springfield, IL. The firm employs 6 financial advisors to manage client portfolios and provide financial guidance. Bos Asset Management, LLC is not a registered broker-dealer.
Bos Asset Management, LLC oversees $747.3 million in assets under management across 1,061 accounts, of which 648 are discretionary and 413 are non-discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Bos Asset Management, LLC includes asset-based, hourly, fixed, and other fees. The firm has 101 high net worth clients and maintains affiliations with a banking or thrift institution and an insurance company or agency.
Bos Asset Management, LLC is registered in the states of Florida, Illinois, Missouri, South Carolina, Texas, and Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bos Asset Management, LLC by the Numbers
$747.3 million
12
1,061
$704.3 thousand
Products and Services
Bos Asset Management, LLC provides multiple services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. In the prior fiscal year, Bos Asset Management, LLC provided 45301 of its customers with financial planning services. The Company is not engaged in selling products or offering services other than investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice typically depend on which service is offered. Fees charged by Bos Asset Management, LLC can consist of any blend of the following fee types: asset-based, hourly, fixed, or other. The company participates in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm manages money for a number of different customers. It caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 5 clients, Bos Asset Management, LLC's biggest client type by number of accounts is corporations, although it also serves 101 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 18.46%
- Other Individuals - 72.21%
- Corporations - 8.41%
- Charitable Organizations - 0.91%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bos Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bos Asset Management, LLC
Jacksonville, IL
Springfield, IL
Springfield, IL
Springfield, IL
Springfield, IL
Springfield, IL
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