Gavin Bullock is a registered investment advisor at B.O.S.S. Retirement Advisors, LLC, based in scottsdale, AZ, with 4 years of industry experience. Gavin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Real Estate Investing, and 2 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fee for co-managed accounts is 1.75% annually unless otherwise specified and is negotiable. Third-party managed accounts charge up to 2.0% annually, with a portion paid to B.O.S.S. Retirement Advisors.
Fee Estimator
Location
18700 North Hayden Road, Suite 470, scottsdale, AZ, 85255
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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.
Learn about disclosures →Employment History
Current Registrations
B.O.S.S. Retirement Advisors, LLC
Previous Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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