Joseph Boughan
Joseph Boughan is a registered investment advisor at Parkmount Financial Partners LLC, based in Scituate, MA, with 8 years of industry experience. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 50 clients with $40M 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% |
| $400K - $1.5M | 1.50% |
| $500K - $1.2M | 1.00% |
| $1.3M - $3.0M | 0.80% |
| $1.5M - $4.0M | 1.00% |
| $3.0M - $7.5M | 0.65% |
| $4.0M - $7.5M | 0.80% |
| $7.5M - $400K | 0.50% |
| $400K - $15.0M | 0.65% |
| $15M+ | 0.65% |
The schedule combines both Asset Management and Comprehensive Portfolio Management fees. Fees are negotiable for accounts over $15,000,000.
Fee Estimator
Contact
Joseph Boughan
Location
146 Front St, #211, Scituate, MA, 02066
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 →Other Business ActivitiesSells Insurance
Joseph is a licensed insurance agent since 2017, offering term insurance and fixed annuities. This activity is not investment-related.
Employment History
Current Registrations
Parkmount Financial Partners LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.
Exams