Jeffrey Bogue is a CFP-designated registered investment advisor at Bogue Asset Management LLC, based in Wells, ME, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 68 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.25% |
| $150K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Clients with over $150,000 in assets under management have the option to lock in the measure of their assets for the next four billing periods.
Fee Estimator
Contact
Jeffrey Bogue
Location
Wells, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bogue Asset Management LLC
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
Additional Information
Client services can be provided on a integrated basis that addresses the client's whole financial picture as well as on a segmented basis that addresses specific needs. Advice can be provided on a continuous retainer basis or through hourly consultations. Financial planning fees are determined on an hourly basis while investment advisory fees are based on a percentage of assets under management. Investment advice can be provided on both a retainer basis or through hourly consultations depending on the needs, circumstances, and the level of service the client desires. A one hour initial consultation is provided without cost or obligation. This primarily serves as an opportunity for the advisor and prospective client to meet to determine if there is a mutual basis for a planning engagement.