VETTED
Sam (Bo) Bills Jr
CFP®, CPA
Tel: 615-371-5928 3001 Flagstone Drive Franklin, TN 37067
About Bills Asset Management
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.
See DisclosuresGeneral Information
Firm Start Year:
1923
Name of Custodial Firm:
Fidelity/National Financial Srvs, TD Ameritrade, TIAA CREF
Work with the following types of clients:
Businesses, Individual Investors
Advisory Services Provided:
Insurance Products & Annuities, Financial Planning, Investment Advice & Management
Services
Can meet clients in the following ways:
Your Office, Your Office, Email, Your Home, Phone
Compensation and Fees
Compensation Methods:
Based on Assets
Firm Information
Total Assets Under Management by Advisor:
$100000
Education
BS Accounting:
University of Tennessee - Knoxville
Masters of Accounting:
University of Tennessee - Knoxville
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
31 Years of Experience
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