B.O.S.S. Retirement Advisors provides investment management, retirement planning, and consulting services for individuals, families, and businesses. B.O.S.S. Retirement Advisors typically manages accounts jointly with external platform providers or refers client assets to third-party money managers who handle portfolio construction and trading. B.O.S.S. Retirement Advisors assists clients with risk assessments, completing paperwork, and ongoing oversight of third-party managers. The firm specializes in retirement planning and also offers supplemental financial planning covering investment strategy, insurance, tax planning, and real estate. Associated professionals may act as insurance agents or real estate brokers, creating potential conflicts of interest.
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.