BA
ChFC
BA
ChFC

Bobby-Thompson Aniekwu

16 Years of Experience
Marietta, GA

Bobby-Thompson Aniekwu is a ChFC-designated registered investment advisor at Boskia Wealth Management & Advisory Services, L.L.C., based in Marietta, GA, with 16 years of industry experience. Bobby-Thompson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.5M1.25%
$2.5M - $5.0M1.00%
$5M+0.75%

Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1640 Powers Ferry Road Se, Suite 225 Building 24, Marietta, GA, 30067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bobby-Thompson owns Bobby C. Aniekwu & Associates, LLC, a law practice, and spends greater than 50% of his time there. He also has a legal practice as Bobby Aniekwu, Attorney, dedicating nearly full-time hours to it.

Employment History
Current Registrations
Boskia Wealth Management & Advisory Services, L.L.C.
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Boskia Wealth Management & Advisory Services, L.L.C.
March 2009 - December 2020 · 11 yrs 9 mos
State Registrations1 state
GA
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.