Jacqueline Bos is a registered investment advisor at B&c Financial Advisors, based in Ponte Vedra Beach, FL, with 13 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 543 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable under 1.50% on a client-to-client basis.
Fee Estimator
Location
110 Professional Drive, Suite 101, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jacqueline is a real estate investment manager through 110 Professional, LLC since 2020. She dedicates minimal time to building management, account payables, and accounting/tax preparation.
Employment History
Current Registrations
B&c Financial Advisors
State Registrations1 state
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