Brian Boswell is a CFP-designated registered investment advisor at Newbridge Wealth Management, based in Malden, MA, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 154 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.5M | 0.75% |
| $4.5M - $5.5M | 0.55% |
| $5.5M - $7.0M | 0.45% |
| $7.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees are negotiable, especially for accounts over $10 million.
Fee Estimator
Location
Malden, MA
Get directionsHistory
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 →Employment History
Current Registrations
Newbridge Wealth Management
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ascensus Broker Dealer Services, INC.Broker
Mercer Allied Company, L.P.Broker
State Registrations1 state
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.