Brandon Olson is a registered investment advisor at B.O.S.S. Retirement Advisors, LLC, based in St. George, UT, with 10 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 5,013 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.O.S.S. Retirement Advisors offers investment management through AEWM or third-party managers.
For accounts managed with AEWM, the fee is 1.75% annually unless otherwise specified.
For accounts managed by third-party managers, the overall investment advisory fee will not exceed 2% annually. The third-party manager retains between 0.50% and 0.90%, and B.O.S.S. Retirement Advisors determines the remaining portion, which is negotiable based on the amount of assets managed. This portion is paid to B.O.S.S. Retirement Advisors by the third-party manager.
Location
136 E. Riverside Dr., Suit 101, St. George, UT, 84790
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brandon works as a broker for MTN MAN Realty, LLC in Ephriam, Utah, since 2006.
Employment History
Current Registrations
B.O.S.S. Retirement Advisors, LLC
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.