John Boshar
John Boshar is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Westwood, MA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
200 Lowder Brook Dr Ste 2100, Westwood, MA, 02090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John operates Bay Financial Associates, LLC as a DBA for his LPL business, dedicating full-time hours. He also engages in non-variable insurance activities, spending minimal time servicing existing traditional insurance products and about 10-20% of his time on sales and service of traditional insurance products. John also has a business entity, John Boshar Associates, Inc., for tax/investment purposes, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bay Financial Advisors, INC.
New England SecuritiesBroker
State Registrations12 states
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