Tyson Thacker
Tyson Thacker is a registered investment advisor at B.O.S.S. Retirement Advisors, LLC, based in Lehi, UT, with 11 years of industry experience. Tyson 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)
Regulatory
July 2011Other Business ActivitiesSells Insurance
Tyson is involved in numerous business activities, including real estate, financial education, insurance, marketing, solar energy, and capital funding. Notably, he dedicates full-time hours to B.O.S.S. Retirement Solutions, LLC and B.O.S.S. Insurance Company, Inc., both insurance-related businesses.
Employment History
Current Registrations
B.O.S.S. Retirement Advisors, LLC
State Registrations1 state
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.