B.o.s.s. Retirement Advisors, LLC

B.O.S.S. Retirement Advisors, LLC is an investment adviser based in Lehi, Utah, established in 2008. The firm offers investment management services to individuals, families, and businesses, with a focus on reducing risk through diversified portfolios. Clients can choose between discretionary and non-discretionary management, with accounts managed jointly with AE Wealth Management, LLC or referred to third-party managers. The firm acts as a liaison between clients and third-party managers, providing ongoing oversight and support. Investment management services are tailored to individual client needs, with a minimum investment requirement of $7,000 for third-party manager referrals. Fees for investment management services are negotiable and may include supplemental financial planning or consulting services. The firm may receive compensation from third-party managers or platform providers, creating a potential conflict of interest. B.O.S.S. Retirement Advisors operates as a fiduciary, obligated to act in clients' best interests. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients receive account statements directly from the custodian and are encouraged to review them regularly. The firm does not vote proxies on behalf of clients. B.O.S.S. Retirement Advisors has no financial conditions that would impair its ability to meet client commitments.