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Sam (Bo) Bills Jr, CFP®, CPA
Bills Asset Management

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.

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General Information

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, Via Email, Via Phone, Your Home

Firm Information

Assets Managed by Advisor:   $100000

Compensation and Fees

Compensation Methods:   Based on Assets

Education

BS Accounting   University of Tennessee - Knoxville
Masters of Accounting   University of Tennessee - Knoxville

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