Bos Taurus LLC provides investment management based on your goals, risk tolerance, and time horizon. They create a personalized Investment Policy Statement for each client. Bos Taurus also offers financial planning covering investments, insurance, taxes, retirement, and college savings. Bos Taurus generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, cryptocurrency, and commodities.
Assets Under Management$310K
Clients4
Advisors2
Avg. per Client$78K
Avg. per Advisor$160K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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