BOS Taurus

Overview

BOS Taurus is a small, independent registered investment adviser operating as a limited liability company focused on providing wealth management and financial planning to individual and family clients. The firm charges fees based on a percentage of assets under management and may also bill hourly for some services. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. BOS Taurus is not positioned as a capital allocator or pension consultant, does not report active ESG investing, and operates as a single-state adviser rather than a multi-state or related adviser structure.

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Location & Offices