Edward Boscher
Edward Boscher is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in South Hadley, MA, with 29 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
551 Newton St, South Hadley, MA, 01075
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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 Activities
Edward has multiple business activities, including business ownership and outside employment with SRD Operations, LLC, both investment-related, and employment with the Town of Belchertown. These activities take about 10-20% of his time and a few hours per week, respectively.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Anthem Securities, INC.Broker
Vertical Capital Asset Management, LLC
Vertical Capital Securities, LLCBroker
Ing Investment Management CO.
Ing Investments Distributor, LLCBroker
Investors Brokerage Services, INC.Broker
Scudder Investor Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.