Andrew Bos
Andrew Bos is a CFP-designated registered investment advisor at Eastown Financial Advisors, LLC, based in Grand Rapids, MI, with 26 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 260 clients with $110M 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 $500K | 1.25% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
1514 Wealthy St SE Suite 226, Grand Rapids, MI, 49506
Get directionsHistory
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
Andrew is the president of Eastown Financial Services Inc., offering tax preparation, accounting, and insurance services since 2000. He dedicates nearly full-time hours to this role, with about 150 hours per month spent during securities trading.
Employment History
Current Registrations
Eastown Financial Advisors, LLC
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations2 states
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