Edward Griffin
Edward Griffin is a registered investment advisor at B.O.S.S. Retirement Advisors, LLC, based in Salt Lake City, UT, with 24 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, Insurance Planning, Investment Management, Real Estate Investing, and 2 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fee for co-managed accounts is 1.75% annually unless otherwise specified and is negotiable. Third-party managed accounts charge up to 2.0% annually, with a portion paid to B.O.S.S. Retirement Advisors.
Fee Estimator
Location
2825 E. Cottonwood Pkwy, Suite 380, Salt Lake City, UT, 84121
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
Planmember Securities Corporation
LPL Financial Corporation
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.
Exams
More Advisors
- Skyler Fredrickson, CFPB.O.S.S. Retirement Advisors, LLC
- Matthew Karlson, CFPSeia
- Maxwell Bautch, CFPStrategic Advisers LLC
- Patrick Brady, CFPPhysician Wealth Advisors, INC.
- William Bryant, CFAWealth Foundations Partners, LLC
- Jackson Watson, CFA, CFPAlbion Financial Group