A complete list of active advisors currently associated with Bogue Asset Management LLC

Warmer can help you find a great advisor at Bogue Asset Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bogue Asset Management LLC, 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
Jeffrey Bogue	Wells, ME	22

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