BOS Asset Management offers financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. BOS Asset Management manages client investment portfolios on a discretionary and non-discretionary basis, primarily allocating assets among individual equity and debt securities, mutual funds, and exchange-traded funds. BOS Asset Management also provides wealth management services to high net worth individuals.
Assets Under Management$830M
Clients552
Advisors8
Avg. per Client$1.5M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...