Matthew Boehm
Matthew Boehm is a registered investment advisor at LPL Financial LLC, based in Framingham, MA, with 26 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
945 Concord St, Framingham, MA, 01701
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2019Other 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Unified Wealth Management, LLC
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Royal Alliance Associates, INC.
Pfa/pinnacle Financial Advisors
Royal Alliance Associates, INC.Broker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
State Registrations26 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.