Todd Meier
Advisor at Boz & Company LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Boz & Company LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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.
Based on Boz & Company LLC
Typical flat fee ranges: Traditional Financial Plan $1,500–$2,500; Comprehensive Financial Plan $2,500–$5,000; Estate Planning $1,500–$10,000
$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%
Up to $400 per hour for investment adviser; $100 per hour for administrative assistant
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
525 3 Rd St, Suite 200
Lake Oswego, OR 97034
Oregon · Texas · Washington
Boz & Company LLC
2013 - Present (13 years)
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