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Marcus Mcglasson

Bos Asset Management, LLC
18 Years of Experience
Springfield, IL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Marcus Mcglasson is a registered investment advisor at Bos Asset Management, LLC, based in Springfield, IL, with 18 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 627 clients with $1B in assets under management.

Bos Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
627 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $7.0M0.90%
$7.0M - $10.0M0.80%
$10M+0.70%

Standard blended fee schedule. Firm also offers Model Wealth Portfolios at a flat 0.65% and Strategic Wealth Portfolios with a separate tiered schedule ranging from 1.00% down to 0.35%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3400 Wabash Avenue, Springfield, IL, 62711

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Marcus is an assistant vice president at BOS Insurance Agency since 2011, spending about 10% of his time on non-variable insurance. He also owns JRE Lifestyles LLC (a meal service), Central IL Coffee Company, and Whoa N Go Coffee Holdings LLC (a chain of drive-thru coffee businesses), dedicating minimal time to the meal service and a few hours per week to the coffee businesses.

Employment History
Current Registrations
Bos Asset Management, LLC
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
LPL Financial LLC
November 2010 - April 2023 · 12 yrs 5 mos
LPL Financial LLCBroker
November 2010 - April 2023 · 12 yrs 5 mos
Raymond James Financial Services Advisors, INC
January 2009 - December 2010 · 1 yr 11 mos
Raymond James Financial Services
March 2008 - January 2009 · 10 mos
Raymond James Financial Services, INC.Broker
January 2008 - December 2010 · 2 yrs 11 mos
State Registrations2 states
ILTX
Advisor

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
No exam information available for this advisor.
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