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Burton Burrows

Bos Asset Management, LLC
35 Years of Experience
Springfield, IL
1 Disclosure
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Burton Burrows is a registered investment advisor at Bos Asset Management, LLC, based in Springfield, IL, with 35 years of industry experience. Burton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 627 clients with $1B in assets under management.

Bos Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
627 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $7.0M0.90%
$7.0M - $10.0M0.80%
$10M+0.70%

Standard blended fee schedule. Firm also offers Model Wealth Portfolios at a flat 0.65% and Strategic Wealth Portfolios with a separate tiered schedule ranging from 1.00% down to 0.35%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3400 Wabash Avenue, Springfield, IL, 62711

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History

Regulatory History (1)
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Financial
November 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bos Asset Management, LLC
April 2026 - Present · 6 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
August 2021 - March 2022 · 7 mos
Pruco Securities, LLC.Broker
February 2021 - March 2021 · 1 mo
Nationwide Investment Advisors, LLC
July 2006 - December 2018 · 12 yrs 5 mos
Nationwide Investment Services Corporation
July 2006 - December 2006 · 5 mos
Nationwide Investment Services CorporationBroker
April 1986 - December 2018 · 32 yrs 8 mos
Waddell & Reed, INC.Broker
September 1984 - May 1986 · 1 yr 8 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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