Jonathan Bos
Jonathan Bos is a CFP-designated registered investment advisor at Jon Bos Financial Advisor LLC, based in Abilene, TX, with 8 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 430 clients with $41M 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 $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Location
Abilene, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2001Other Business ActivitiesSells Insurance
Jonathan is an insurance agent selling life and health insurance since 2001, dedicating a few hours per week to this activity. He also owns a bookkeeping business, spending about half his time on tax preparation, and is president of Bos Bros Inc, dedicating a few hours per week to online retail sales and management support.
Employment History
Current Registrations
Jon Bos Financial Advisor 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.