TrueAdvisor
TrueAdvisor
MB
MB

Matthew Boehm

LPL Financial LLC
26 Years of Experience
Framingham, MA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Matthew Boehm is a registered investment advisor at LPL Financial LLC, based in Framingham, MA, with 26 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

945 Concord St, Framingham, MA, 01701

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2019
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Matthew owns Big Fish Financial, LLC for accounting and tax purposes, dedicating minimal time. He also operates M & M Financial Partners as a DBA for his LPL business, committing full-time hours, and provides tax preparation/accounting services through M&M Financial Partners for a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
June 2020 - Present · 6 yrs 4 mos
LPL Financial LLC
February 2009 - Present · 17 yrs 8 mos
LPL Financial LLCBroker
February 2009 - Present · 17 yrs 8 mos
Previous Registrations
Unified Wealth Management, LLC
April 2005 - June 2020 · 15 yrs 2 mos
Gunnallen Financial, INC
September 2004 - July 2008 · 3 yrs 10 mos
Gunnallen Financial, INCBroker
August 2004 - March 2009 · 4 yrs 7 mos
Royal Alliance Associates, INC.
March 2003 - October 2004 · 1 yr 7 mos
Pfa/pinnacle Financial Advisors
December 2002 - December 2004 · 2 yrs
Royal Alliance Associates, INC.Broker
December 2002 - October 2004 · 1 yr 10 mos
Asset & Financial Planning, LTD
November 2001 - December 2002 · 1 yr 1 mo
Prime Capital Services, INC.Broker
October 1999 - December 2002 · 3 yrs 2 mos
State Registrations26 states
AZCACOCTFLGAILMAMDMIMNMTNCNHNJNMNVNYOHORRISCTXVAVTWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Framingham, MA →All financial advisors in Massachusetts →