Edward Griffin
Edward Griffin is a registered investment advisor at B.O.S.S. Retirement Advisors, LLC, based in Lehi, UT, with 33 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 5,013 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.O.S.S. Retirement Advisors offers investment management through AEWM or third-party managers.
For accounts managed with AEWM, the fee is 1.75% annually unless otherwise specified.
For accounts managed by third-party managers, the overall investment advisory fee will not exceed 2% annually. The third-party manager retains between 0.50% and 0.90%, and B.O.S.S. Retirement Advisors determines the remaining portion, which is negotiable based on the amount of assets managed. This portion is paid to B.O.S.S. Retirement Advisors by the third-party manager.
Location
2500 Executive Parkway, Suite 500, Lehi, UT, 84048
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2016Other Business ActivitiesSells Insurance
Edward is a representative for various insurance carriers, selling fixed life and annuities. The filing does not specify the amount of time he spends on this activity.
Employment History
Current Registrations
B.O.S.S. Retirement Advisors, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Planmember Securities Corporation
Planmember Securities CorporationBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Edward JonesBroker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Zions Investment Securities, INC.Broker
American Investment Services, INC.Broker
Financial Advantage Brokerage Services, INCBroker
Wma Securities, INC.Broker
Intersecurities, INC.Broker
State Registrations2 states
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.