Mark Bossey is a registered investment advisor at Bostonpremier Wealth, based in Hanover, MA, with 28 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 754 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BPW offers investment management services through various programs, each with its own fee structure. The maximum annual fee that BPW charges for investment management is 1.75% of the value of your portfolio. The exact fee you pay will depend on the specific program you choose and the amount you invest. These fees are negotiable. Some programs also have additional transaction charges.
Location
51 Mill Street, Suite 1, Hanover, MA, 02339
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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
Mark is a co-owner of Boston Premier Wealth, BPW Realty, BostonPremier Holdings, and BostonPremier Legacy Partners, as well as rental properties. He spends about 90% of his time on Boston Premier Wealth and minimal time on the other ventures. He also sells fixed insurance.
Employment History
Current Registrations
Bostonpremier Wealth
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 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.