Justin Boshnack
Justin Boshnack is a registered investment advisor at Vision Investment Advisors, LLC, based in Laguna Beach, CA, with 11 years of industry experience. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 129 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiated individually with each client and will not exceed 3% annually, except for specific specialized option programs which may include a 2.00% management fee and a 20.00% performance fee.
Fee Estimator
Location
Laguna Beach, CA
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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
Justin is the president of Three Lakes Trading Company, Inc, an IB guaranteed by AMD Investor Services Inc, dedicating nearly full-time hours to managing the business. He is also the CEO/President of HedgeRock Capital Inc., a commercial real estate finance company, spending about two-thirds of his time on this role.
Employment History
Current Registrations
Vision Investment Advisors, LLC
State Registrations6 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.
Exams
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