Jon Bos Financial Advisor manages investment portfolios for individuals and high-net-worth clients. The firm builds tailored investment strategies based on each client's goals, time horizon, and risk tolerance, primarily utilizing mutual funds, exchange-traded funds, equities, and fixed income securities. Jon Bos Financial Advisor has the authority to make trades in client portfolios without asking first. In addition to managing investments, the firm provides pension consulting services for employee benefit plans. The firm operates with a focus on serving individual clients while keeping fees tied directly to the value of the portfolio under management.
Assets Under Management$47M
Clients147
Advisors1
Avg. per Client$320K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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