Bos Wealth Management
- Company typePrivate
- Founded-
- HeadquartersHowell, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Bos Wealth Management firmographics
Firmographics- Name
- Bos Wealth Management
- Legal name
- Bos Wealth Management
- Website
- https://boswealthmanagement.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Bos Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Bos Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Howell
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bos Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- Fee-Based Advisory Services: The firm operates on a fee-based model with a tiered fee structure that varies depending on account value. This is the primary revenue stream, offered to residents of MI, AZ, FL, IL, IN, NC, OK, and TX.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Tiered fee structure based on account value |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Bos Wealth Management product offering
Product offeringCore offering
Bos Wealth Management is a fee-based financial advisory practice that helps clients manage current wealth, create income streams from that wealth, and transfer wealth tax-efficiently to heirs. Services are delivered face-to-face with a tiered fee structure tied to account value, and all securities and advisory services are offered through LPL Financial as the broker-dealer and Registered Investment Advisor platform.
Product overview
Bos Wealth Management offers a fee-based financial advisory practice centered on wealth management, investment management, and wealth transfer planning. The firm operates primarily as a service-based business rather than a software platform. The core offerings include personalized wealth management services for retirees and near-retirees, supplemented by educational tools including a suite of financial calculators, an educational video library, and a collection of articles covering various financial planning topics. All services are delivered through face-to-face consultations with a tiered fee structure based on account value, and securities are offered through LPL Financial.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services
- Investment Management
- Wealth Transfer Planning
- Insurance Products
Companies that use Bos Wealth Management
Customer profileSegments3 records
Ideal customer profiles2 records
Bos Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Bos Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreLPL Financial is the broker-dealer and Registered Investment Advisor platform through which Bos Wealth Management offers all securities and advisory services. Bos Wealth Management operates as an LPL-affiliated advisor. Services include investment management, retirement planning, and wealth management products distributed through LPL's platform. The firm is a member of FINRA and SIPC through this partnership.
Scale indicators2 records
Recent moves4 records
Expansion highlights4 records
Bos Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Fidelity Wealth Services: Large retail wealth management business targeting mass-affluent clients with planning, investment management, and retirement services. Established incumbent in the same competitive arena.
- LPL Financial: The broker-dealer and RIA platform that Bos Wealth Management is affiliated with. Provides compliance, custody, technology, and product infrastructure; enables the firm's go-to-market but also sets payout economics and platform rules.
- Charles Schwab Wealth Advisory: Large retail wealth management offering from Charles Schwab serving mass-affluent clients with portfolio management and financial planning. Broad incumbent competing for the same retiree and near-retiree segment.
- Merrill Lynch Wealth Management: Bank-affiliated wealth management franchise serving affluent and mass-affluent clients with comprehensive financial planning, retirement, and wealth transfer services. Represents scaled competition for the firm's target clientele.
Direct peers
- Edward Jones: Large retail wealth management franchise with a face-to-face, branch-based advisory model serving mass-affluent clients and retirees. Highly comparable GTM motion, target segments, and relationship-driven service philosophy.
- Ameriprise Financial: Diversified financial services firm with a large franchise of independent advisors providing wealth management, retirement planning, and estate strategies to mass-affluent clients. Closely matches the firm's fee-based advisory model and target personas.
- Northwestern Mutual: Mutual company with a face-to-face, relationship-driven advisory model serving individuals and small business owners on wealth management, retirement, and estate planning. Strongly comparable service philosophy and client segments.
- Commonwealth Financial Network: Independent broker-dealer and RIA that supports affiliated advisors in serving mass-affluent clients with fee-based wealth management and retirement planning. Comparable IBD-affiliated practice model.
- Cetera Financial Group: Independent broker-dealer with many affiliated advisors providing wealth management, retirement, and wealth transfer services to individuals and small business owners. Direct peer in the IBD-affiliated wealth management model.
- Cambridge Investment Research: Independent broker-dealer supporting a large network of financial advisors offering wealth management, retirement planning, and investment advisory services. Comparable affiliation structure and target clientele.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Bos Wealth Management social profiles
Digital presenceBos Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bos Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
Bos Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bos Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bos Wealth Management
What does Bos Wealth Management do?
Bos Wealth Management is a fee-based financial advisory practice that helps clients manage current wealth, create income streams from that wealth, and transfer wealth tax-efficiently to heirs. Services are delivered face-to-face with a tiered fee structure tied to account value, and all securities and advisory services are offered through LPL Financial as the broker-dealer and Registered Investment Advisor platform.
Is Bos Wealth Management a public or private company?
Bos Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Bos Wealth Management founded?
Bos Wealth Management was founded in -1. It employs 11 to 50 people.
Where is Bos Wealth Management based?
Bos Wealth Management is headquartered in Howell, United States, in the North America region.
How does Bos Wealth Management make money?
One revenue line is on record: fee-Based Advisory Services.
Who are Bos Wealth Management's main competitors?
Broad incumbents on record are Fidelity Wealth Services, LPL Financial, Charles Schwab Wealth Advisory and Merrill Lynch Wealth Management. Direct peers are Edward Jones, Ameriprise Financial, Northwestern Mutual, Commonwealth Financial Network, Cetera Financial Group and Cambridge Investment Research.
Does Bos Wealth Management have an API?
No public API is recorded for Bos Wealth Management.
What industry is Bos Wealth Management in?
Bos Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 52394 and its SIC code is 6282.