Jon Osbon is a registered investment advisor at Osbon Capital Management, LLC, based in Boston, MA, with 12 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 68 clients with $180M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and account minimums are not negotiable.
Fee Estimator
Location
75 State Street, Suite 100, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Max is an Investment Advisor Representative (IAR) and Partner at Osbon Capital, a registered investment advisory firm.
Employment History
Current Registrations
Osbon Capital Management, LLC
State Registrations1 state
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