Jeremy Bivens is a registered investment advisor at LPL Financial LLC, based in Decatur, IL, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
147 N Water Street, Decatur, IL, 62523
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy operates under several DBAs for his LPL business: BOS Asset Management LLC, BOS Investment Services, and BOS Wealth & Planning. He also has a financial institution duty at Bank of Springfield and its RIA firm, spending a few hours per week providing clerical support. He spends about half his time on BOS Wealth & Planning.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 states
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