Bosman Wealth Management (BWM) is an investment management firm that offers both discretionary and non-discretionary asset management services. BWM determines investment strategies based on individual client goals, time horizons, and risk tolerance. BWM also provides services to qualified retirement plans. Michael Bosman, the owner, is also a licensed insurance agent and may offer insurance products to clients, which presents a conflict of interest that is disclosed and mitigated.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).