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Earle Johnson

Advisor at Boselah Investments

Updated today

Firm

Boselah Investments

Location

Westport, MA

Credentials

Series 65

Industry experience

11 years

About

Earle Johnson is a financial advisor at Boselah Investments with 11 years of industry experience. He holds a Series 65 designation and has led Boselah Investments since 2014. His background includes public accounting and commercial banking. Boselah Investments provides discretionary investment management and tailored portfolio services for individuals, high-net-worth investors, businesses, and trusts. The firm employs a range of instruments and strategies, including fundamental, technical, and cyclical analysis, and conducts active trading primarily through Interactive Brokers’ platform.

Client services

Based on Boselah Investments

Portfolio management

Expertise

Based on Boselah Investments

Active portfolio management Options & derivatives strategies Concentrated stock management

Fee options

Percentage

up to 2% annually, negotiable

Other

Account minimum: $200,000 minimum, may be waived or reduced at firm's discretion Fee-only: Advisory fees based on percentage of assets under management, billed quarterly in arrears, maximum fee of 2% annually, negotiable and may combine family accounts for breakpoints.

Location

Westport, MA

Most active in

Massachusetts

Work history

Boselah Investments LLC

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kurt J

Series 63, Series 65

Barrington, RI

Income Associates

General retirement planning Income planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Steven A

CFP®

Swansea, MA

GrowthFocus Wealth Management LLC

General retirement planning Income planning General tax planning Wealth management
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Roger S

Series 65

Fall River, MA

Northeast Capital Management, Inc.

Active portfolio management

Dan P

CFP®, CFA®

Fall River, MA

South Coast Planning & Wealth Management

South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.

General retirement planning Established Professionals Young Professionals
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Robert S

Series 63, Series 65

New Bedford, MA

Yankee Investor, LLC

Active portfolio management
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Darryl M

Series 63, Series 65

Somerset, MA

Wade Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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