Todd Meier is a CFA-designated registered investment advisor at Boz & Company LLC, based in Lake Oswego, OR, with 12 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $16M 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 $10K | 2.00% |
| $10K - $250K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.30% |
Non-Retirement accounts are typically charged 0.15% more than Retirement accounts of comparable size. For 529 education savings plan accounts, donor-advised charitable accounts, commission-free annuity accounts, and employer plan accounts, the annual management fee is a flat 1% of the portfolio value. Employer 401k plan sponsor management fees are generally asset-based and no more than 0.50% of the plan’s average assets under management.
Fee Estimator
Location
525 3rd St, Suite 200, Lake Oswego, OR, 97034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Boz & Company LLC
State Registrations3 states
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