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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-11-2018
- Office Locations
- 1
Office Locations
About Bone Asset Management
Bone Asset Management is a fiduciary RIA focused on retirement transitions, providing retirement income planning alongside ongoing investment management, risk management, and long-term-care planning. The firm builds goal-based portfolios that commonly use ETFs and mutual funds and can custody at Charles Schwab. A differentiator is its complimentary three-hour, hands-on Retirement Class with case studies and a no-obligation customized retirement plan.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RICHARD SCOTT BONE
Investment Advisor, President
- CRD
- #2001676
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,032,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,032,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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