Adam Bos
Adam Bos is a registered investment advisor at LPL Financial LLC, based in Okemos, MI, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2184 Commons Pkwy, Okemos, MI, 48864
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Regulatory History (1)
Customer Dispute
April 2013Other Business ActivitiesSells Insurance
Adam operates Bos Wealth Management, offering financial services, dedicating about half of his time to this endeavor. He also engages in various insurance sales and prepares tax returns through Bos Tax Service, spending a few hours per week during tax season.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Parkland Securities, LLCBroker
Spc
Sigma Financial CorporationBroker
Edward Jones
Edward JonesBroker
State Registrations4 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.