Richard Boss is a CFP-designated registered investment advisor at Table Rock Financial Planning, based in Boise, ID, with 11 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 17 clients with $35M 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 $1.0M | 0.40% |
| $1M+ | 0.30% |
Fees for investment supervisory services are generally less than 0.60% per year and will not exceed 1.25% even for small accounts. The investment supervisory services may also be provided via a retainer arrangement, with a negotiated annual fixed fee ranging from $4,000 - $12,000 that is paid quarterly.
Fee Estimator
Location
Boise, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Table Rock Financial Planning
State Registrations2 states
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