Cameron Rankin is a registered investment advisor at B.O.S.S. Retirement Advisors, LLC, based in Lehi, UT, with 3 years of industry experience. Cameron 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
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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
2500 Executive Parkway, Suite 500, Lehi, UT, 84048
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
B.O.S.S. Retirement Advisors, LLC
State Registrations1 state
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