Marcus Mcglasson
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, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 552 clients with $830M 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 $3.0M | 1.00% |
| $3.0M - $7.0M | 0.90% |
| $7.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), BOS Asset Management, LLC can negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
3400 Wabash Avenue, Springfield, IL, 62711
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other 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
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
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.