Joseph Boskus
Joseph Boskus is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Rogers, AR, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
5001 W Founders Way, Rogers, AR, 72758
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2017Customer Dispute
December 2008Other Business Activities
Joseph is a limited partner in Silver Lake Partners LLC, a real estate investment entity, since 2014, dedicating minimal time. He is also a trustee for Boskus Investment Group, LLC and Boskus Family Irrv. Trust, spending a few hours per week in total.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations35 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.