JB
JB
Jared Bosley
7 Years of Experience
Covington, KY
1 Disclosure
Jared Bosley is a registered investment advisor at Liberty One Investment Management, based in Covington, KY, with 7 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 10 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
15 advisors
Number of Clients
10 clients
Average Client Portfolio
$105.2M average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are negotiable based on assets under management, complexity of client goals, and level of services rendered.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Covington, KY
Get directionsHistory
Regulatory History (1)
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Criminal
August 2000Final Disposition
Employment History
Current Registrations
Liberty One Investment Management
October 2022 - Present · 4 yrs
Previous Registrations
Brinker Capital Securities, LLCBroker
September 2022 - September 2022 · 0 mos
Orion Portfolio Solutions, LLC
August 2019 - September 2022 · 3 yrs 1 mo
Ultimus Fund Distributors, LLCBroker
January 2014 - September 2014 · 8 mos
State Registrations1 state
KY
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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