B.O.S.S. Retirement Advisors offers investment management services to individuals, families, and businesses. They may manage accounts jointly with AE Wealth Management or refer clients to third-party managers. B.O.S.S. Retirement Advisors also provides supplemental financial planning and consulting services, such as retirement planning, insurance planning, and tax planning. They act as a go-between for clients and third-party managers, helping with paperwork and ongoing oversight.
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.