Sam (Bo) Bills Jr
Franklin, Tennessee, 37067
Member Since 2004
Unlike many traditional advisors, Bills Asset Management employs active management of your investments using no-load mutual funds. By moving in and out of the market, we strive to capture most of the up trending markets and avoid most of the down trending markets. We are strong proponents of principal protection realizing that it takes, for example, a 25% gain to make up for a 20% loss. Our investing strategies are suitable for all types of investors.
My Location
Background Information
Years of Financial Experience
- 31
Education
- University of Tennessee - Knoxville (BS Accounting)
- University of Tennessee - Knoxville (Masters of Accounting)
Certifications and Designations
- CFP®
- CPA
Association Memberships
- AICPA
- TSCPA
- NAAIM
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity/National Financial Srvs
- TD Ameritrade
- TIAA CREF
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Bi-Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 4554774
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Bills Asset Management
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- None
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting
Investment Products
- None
Visit Website - http://www.billsasset.com
