Michael Fortin
Michael Fortin is a registered investment advisor at B.O.S.S. Retirement Advisors, LLC, based in Lehi, UT, with 4 years of industry experience. Michael 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
3400 N Ashton Blvd., Suite 190, Lehi, UT, 84043
Get directionsHistory
Regulatory History (1)
Financial
January 2021Employment History
Current Registrations
B.O.S.S. Retirement Advisors, LLC
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.