Joshua Grieves is a CFP-designated registered investment advisor at Bostonpremier Wealth, based in Hanover, MA, with 18 years of industry experience. Joshua 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
Joshua sells fixed insurance products, dedicating about 10-20% of his time to this activity. He also owns rental property in Bartlett, NH, and is a co-owner of 24 Watts Street, LLC, which manages residential real estate.
Employment History
Current Registrations
Bostonpremier Wealth
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
Signator Investors, INC.Broker
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.