A complete list of active advisors currently associated with Boskia Wealth Management & Advisory Services, L.L.C.
Warmer can help you find a great advisor at Boskia Wealth Management & Advisory Services, L.L.C. or one who fits your needs even better.
Boskia Wealth Management & Advisory Services, L.L.C. operates as an investment manager for pooled vehicles and institutional investors rather than individual retail clients. The firm's ADV indicates it currently reports one advisory professional and no individual client relationships. The brochure describes services that include managing and overseeing pooled investment vehicles and selecting or monitoring other advisers for those vehicles, and it discloses both asset‑based compensation and the use of hourly charges for certain services. It also notes the firm conducts educational seminars and workshops as part of its client support and governance activities. A distinctive feature disclosed in the ADV is an affiliation with a law firm, which may influence how legal, regulatory, or compliance matters are integrated into the firm’s advisory work. Combined with its very small advisory team, its manager‑selection role, occasional hourly billing, and seminar offerings, Boskia’s operating model differs from many peers that focus solely on portfolio management under a standard percentage‑of‑AUM structure.
To learn more about the advisors currently working at Boskia Wealth Management & Advisory Services, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Marietta, GA
| 17
|
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