Alex Bossert is a registered investment advisor at Bossert Capital LLC, based in Minneapolis, MN, with 8 years of industry experience. Alex 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 40 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This fee is for non-qualified clients. Qualified clients pay a performance-based fee of 25% of any increase in the account’s Net Assets in excess of a simple rate of return equal to 6% of the beginning account Balance for each such year, adjusted for withdrawals and/or contributions which occur throughout the year.
Fee Estimator
Location
729 N Washington Ave, Suite 600, Minneapolis, MN, 55401
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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
Bossert Capital LLC
State Registrations2 states
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