Joseph Boughan
Joseph Boughan is a registered investment advisor at Parkmount Financial Partners LLC, based in Scituate, MA, with 9 years of industry experience. Their practice areas include Alternative Investments, Charitable Giving, Corporate Executives, Education Planning, and 10 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 $100K | 1.25% |
| $100K - $500K | 1.25% |
| $500K - $1.3M | 1.00% |
| $1.3M - $3.0M | 0.80% |
| $3.0M - $7.5M | 0.65% |
| $7.5M+ | 0.50% |
Schedule reflects the Asset Management service tiers. Comprehensive Portfolio Management has a separate tiered schedule ranging from 1.50% down to 0.65% before becoming negotiable.
Fee Estimator
Contact
Joseph Boughan
Location
4 Brook Street, Suite 19, 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
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