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Todd Meier

Advisor at Boz & Company LLC

Updated today
Boz & Company LLC logo

Firm

Boz & Company LLC

Location

Lake Oswego, OR 97034

Credentials

CFA®

Industry experience

12 years

About

Todd Meier is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Boz & Company LLC since 2013, based in Lake Oswego, OR. Boz & Company LLC provides discretionary investment management and financial planning services to individuals, small businesses, and various institutional clients, including charitable organizations and employer-sponsored retirement plans. The firm follows a Graham-and-Buffett value investing philosophy with a long-term horizon and incorporates a “Special Situations” sleeve targeting merger arbitrage and distressed assets, employing derivatives and margin borrowing in its strategies.

Client services

Based on Boz & Company LLC

Financial planning Portfolio management

Expertise

Based on Boz & Company LLC

Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Boz & Company LLC

Founder/Business Owner

Fee options

Fixed

Typical flat fee ranges: Traditional Financial Plan $1,500–$2,500; Comprehensive Financial Plan $2,500–$5,000; Estate Planning $1,500–$10,000

Percentage

$0 - $10,000: Non-Retirement Brokerage Accounts: 2.00%; Retirement Brokerage Accounts: 1.85%; 529 Education Savings Plan Accounts: 1.00%; Donor-Advised Charitable Plan Accounts: 1.00%; Commission-Free Annuity Plan Accounts: 1.00%; Employer Retirement Plan Accounts: 1.00% $10,001 - $250,000: Non-Retirement Brokerage Accounts: 1.65% to 1.40% (tiers within this range depending on breakpoints); Retirement Brokerage Accounts: 1.50% to 1.25%; 529 Education Savings Plan Accounts: 1.00%; Donor-Advised Charitable Accounts: 1.00%; Commission-Free Annuity Accounts: 1.00%; Employer Retirement Plan Accounts: 1.00% $250,001 - $1,000,000: Non-Retirement Brokerage Accounts: 1.35% to 1.30%; Retirement Brokerage Accounts: 1.20% to 1.15%; 529 Education Savings Plan Accounts: 1.00%; Donor-Advised Charitable Accounts: 1.00%; Commission-Free Annuity Accounts: 1.00%; Employer Retirement Plan Accounts: 1.00% $1,000,001+: Non-Retirement Brokerage Accounts: 1.30%; Retirement Brokerage Accounts: 1.15%; 529 Education Savings Plan Accounts: 1.00%; Donor-Advised Charitable Accounts: 1.00%; Commission-Free Annuity Accounts: 1.00%; Employer Retirement Plan Accounts: 1.00%

Project-based

Up to $400 per hour for investment adviser; $100 per hour for administrative assistant

Other

Account minimum: $250,000 (negotiable) Fee-only: Hourly consulting fees up to $400/hour; Flat fees for financial planning projects typically $1,500-$10,000

Location

525 3 Rd St, Suite 200

Lake Oswego, OR 97034

Most active in

Oregon · Texas · Washington

Work history

Boz & Company LLC

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeremy W

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At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning LGBTQIA Women's Finance Gen Y/Millennials (Born 1980-1995)
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Jantz H

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Joseph E

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Options & derivatives strategies Active portfolio management Concentrated stock management Real estate investing Founder/Business Owner

Tracy B

CFP®

Lake Oswego, OR

TBG Investing

Women often take career breaks for caregiving, have lower lifetime earnings, and live longer, all of which can affect long-term financial stability. We get it. You’re not thinking about just getting by in retirement - you want to thrive. You want more freedom and peace of mind and want to truly enjoy life both now and in the future. I've taken a unique path in traveling the world for 6-months, have traveled to over 30 countries and went from banking in Chicago for 15 years to doing financial planning at wineries in Napa Valley. I'm here to support you wherever your life and unique journey - take you! Whether you're planning/preparing for retirement, want to travel more, retire early, start your own business, are managing a career change, or balancing caregiving responsibilities - I use my passion and 25+ years of finance experience working with trust clients, 401(k) investments and financial planning to build a customized financial plan and investment portfolio that’s based on your unique situation, goals and aspirations. We believe everyone deserves access to financial advice and help a range of clients. Please don't be shy in reaching out and setting up a complimentary consultation. We promise to talk about money in an easy-to-understand and 100% judgement-free zone. It’s possible - we can make talking about money fun! I love working with clients virtually across the nation and am active on LinkedIn - you can also check me out and get to know me more there! Education: University of Illinois at Urbana Champaign - Bachelor of Science, Finance Northwestern University Kellogg School of Management - MBA, Finance & Strategy

Business sale tax planning Tax strategies for small businesses Retirement income strategy Cash flow / budgeting Founder/Business Owner Women Professionals Women Business Owners Gen X (Born 1965-1980)
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