Michael Bosman
Michael Bosman is a registered investment advisor at Bosman Wealth Management, LLC, based in Redlands, CA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 173 clients with $120M 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 | 1.10% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
555 Cajon Street, Suite D, Redlands, CA, 92373
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved in several outside business activities. He works with non-variable insurance through Bosman Wealth Management LLC, is an adjunct professor at the University of Redlands, is a director for Friends of the A.K. Smiley Public Library, and is a managing member of Empire Management SoCal, LLC.
Employment History
Current Registrations
Bosman Wealth Management, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Teravista Capital Advisors, LLC
Intersecurities, INC.Broker
Intersecurities, INC.
Ndx Trading, INC.Broker
Dean Witter Reynolds INC.Broker
Hornor, Townsend & Kent, INC.Broker
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.