Wade Mathis is a CFP-designated registered investment advisor at Bos Asset Management, LLC, based in Jacksonville, IL, with 1 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 552 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $7.0M | 0.90% |
| $7.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), BOS Asset Management, LLC can negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
303 W College Ave, Jacksonville, IL, 62650
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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
Bos Asset Management, LLC
State Registrations1 state
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