Independent Fee Only Financial Planning

Bogue Asset Management

Bogue Asset Management (BAM) is an independent fee only financial planning and investment management firm based in Wells, Maine. Established in 1997, BAM has helped individuals all over the country and from all walks of life define their financial objectives, and develop a plan to accomplish their goals. We are an independent advisory firm which gives us the carte blanche to find the best solutions for our clients beyond the bounds of one institution. We are fee-only, which means we are compensated by the advice we render and not predicated on the sale of a product.

Services

Financial Planning, Investment Management

Brands Offered

Dimensional Fund Advisors

Store Details

Payment Methods

Service Area

Servicing the US and Ex-pats abroad

Discounts Offered

Free initial consultation

About Us

Business Type

Financial planning, investment management

Year Founded

1997

Number of Employees

2

Number of Locations

1

Languages Spoken

English

Awards and Certifications

Certified Financial Planner (CFP)