Bogue Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only investment advice and financial planning to individuals, trusts, estates, corporations, charitable organizations, and retirement-plan participants. Services include ongoing nondiscretionary portfolio recommendations, standalone financial-planning engagements (covering cash flow, estate, tax and insurance reviews), and pension consulting to retirement plans and participants, with implementation left to the client or the plan’s available investment alternatives.
The firm’s investment approach is a core-and-satellite allocation that uses passively managed funds and ETFs as the core, selectively adding actively managed funds and limited tactical adjustments, and is grounded in Modern Portfolio Theory and global diversification. Portfolios are reviewed against a documented Investment Policy Statement (at least annually, with quarterly monitoring) and the adviser explicitly does not accept discretionary trading authority or vote client proxies; certain asset types (private equity, IPOs, digital assets) are excluded from recommendations.
Noteworthy and relatively uncommon features for an independent adviser of this size are that the majority of the roughly $92.7 million under advice is managed on a nondiscretionary basis and that the firm offers pension-consulting services to plans and participants. Other observable operational details from the brochure include a client option to “lock in” the asset measure used to compute AUM fees for four billing periods, a practice of suggesting custodians (including Altruist Financial) while receiving limited research/soft-dollar services, and an ownership structure in which the firm is held by a family living trust.
Client services
Expertise
Fee options
Fixed fee for financial planning usually between $1,000 and $3,000; other fixed fees may be negotiated.
$0 - $150,000: 1.25% annually $150,000 - $250,000: 1.00% annually $250,000 - $500,000: 0.75% annually $500,000+: 0.50% annually
$300 per hour, counted to nearest quarter-hour, with minimum one hour per project.
Retainer arrangement with typical annual fee between $1,000 and $3,000, billed quarterly.
Account minimum: $100,000 Minimum fee: $250 per three-month billing period ($1,000 annually) for regular investment advice or financial planning; may combine fees for multiple services to meet minimum. Fee-only: Yes, fee-only adviser compensated solely by fees, no commissions.
Main office
Wells ME
Advisors at this office
1
Most active in
Maine · New Hampshire · Texas
Also doing business as
Bogue Asset Management · Bogue Asset Management LLC · Bogue Asset Management, LLC · Jeff Bogue · Jeffrey N. Bogue, Cfp · Jeffrey Newhall Bogue · Www.Bogueassetmanagement.Com · Www.Jeffbogue.Com
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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