Business Description
Bills Asset Management was formed in 1992 with the primary goal of safety of principal. Making money during good times is important, but it is equally important to protect the assets during bad times. Our trading rules are designed to help us avoid high-risk periods and only invest when we have a positive expectancy of making money. We do not attempt to trade on short-term fluctuations, but we do expect to miss most of every major down move, and capture most of every major up move in the markets. This type of active management allows Bills Asset Management clients to achieve a reasonable rate of return on their money without being subjected to excessive risk. We pride ourselves on our level of service and our commitment to our clients and their financial future. We hope to earn your trust.
General Information Gender:    Male CRD#:    4554774 Firm CRD#:    114520 Name of Custodial Firm:    Fidelity States Licensed in:    AL, TN, TX States Willing to do Business in:    All states Years of Experience in Financial Services:    16 Number of Years with Current Firm:    16 I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Education Academic Background   BS, Business Administration - University of Tennessee, Knoxville (1962) MS, Administration and Statistics - University of Tennessee, Knoxville (1963) EdD, Education - University of Tennessee, Knoxville (1967)
Services Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds, Annuities
Qualifications & Memberships Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA), Doctoral Degree Financial Organization Memberships:    American Institute of Certified Public Accountants (AICPA), Paladin Registry
Firm Information Number of Advisors in Office:    Up to 10 employees I work with clients as part of a team:    Yes Firm's Number of Clients:    200 Firm's Number of Managed Clients:    200 Assets Managed by Firm:    $70,000,000 Advisor's Number of Clients:    200 Advisor's Number of Managed Clients:    200 Assets Managed by Advisor:    $70,000,000
Compliance Registered Investment Advisor:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-only financial professional:    Yes I am a fee-based financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $100,000 Compensation Methods:    Based on Assets Fee % Based on Assets:    2 Additional Details on Charges:    For assets greater than $500,000 our fees are reduced
Prepared By:	Bo Bills
Most Recent Update:	07/15/2008

Frequently Asked Questions

Q.	What services do you provide? What are your specialties?

Q.	What is your experience? How many clients do you currently manage?

Q.	What financial institution(s) do you represent?

Q.	How do you charge for your services?

Q.	Do you provide a free initial consultation?

Q.	Why should I choose you as my financial advisor?

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Q.	What services do you provide? What are your specialties?
We have made a strategic decision to focus on one thing and do it well. Accordingly, we only provide asset management services. However, being licensed as a Certified Financial Planner and Certified Public Accountant allows us to provide our asset management services considering your unique financial situation.

Q.	What is your experience? How many clients do you currently manage?
Our firm was formed in 1992 and collectively our two principals have over 25 years of experience. We currently manage approximately $70 million in client assets, representing over 200 clients in over 10 states.

Q.	What financial institution(s) do you represent?
Our client accounts are typically held at Fidelity Investments where we have access to over 6,000 no-load mutual funds.

Q.	How do you charge for your services?
We are a fee only advisor. Our fees are calculated as a percent of the amount of assets under our management. Since we are not compensated by commissions, we have no incentive to "churn" your account with unnecessary trades.

Q.	Do you provide a free initial consultation?
We would be happy to meet with you to discuss your individual financial situation with absolutely no obligation and with no cost to you.

Q.	Why should I choose you as my financial advisor?
Our strategies have enabled our clients to successfully navigate the most difficult of market conditions. Avoiding bad market conditions and preserving capital enables our clients to build wealth when market conditions improve rather than recovering losses.