Assets Under Management
$1.1B
Number of Clients
6,850
Number of Advisors
46
Average Client AUM
$155K
AUM per Advisor
$23.1M
Compensation
Fixed/Hourly
B.O.S.S. Retirement Advisors offers discretionary and non-discretionary investment management services. They may manage accounts jointly with AE Wealth Management, LLC (AEWM) or refer clients to third-party managers. Supplemental financial planning services may be provided on a complimentary basis, covering areas like retirement, insurance, tax, and education planning.
3400 N Ashton Blvd, Suite 190, Lehi, UT, 84043