James Bonaccorsi is a registered investment advisor at LPL Financial LLC, based in Dedham, MA, with 46 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
990 Washington St, Ste 211, Dedham, MA, 02026
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the owner of Next Era Tax LLC, a business entity for tax/investment purposes, and a reviewer for Tax Preparation Services, spending a few hours per week on each. He also operates Next Era Wealth Management, LLC as a DBA for his LPL business full-time, and co-owns two real estate rental properties.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Bonaccorsi & Zabloski Financial & Tax Consultants
Cadaret, Grant & CO., INC.Broker
Focus Securities, INC.Broker
Anchor National Financial Services, INC.Broker
First Commonwealth Investment CorporationBroker
Cardell & Associates, IncorporatedBroker
Anchor National Financial Services, INC.Broker
State Registrations30 states
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