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BostonPremier Wealth

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Client assets under management

$517,977,575

Clients

749

20% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

150

Very High

Average account size

$691,559

About

BostonPremier Wealth is a team-based registered investment adviser that manages about $525 million for roughly 749 clients, primarily individuals (including high‑net‑worth clients), as well as some charitable and corporate clients. The firm provides financial planning, portfolio management and retirement‑plan consulting and makes available a range of investments (including mutual funds, ETFs, fixed income, alternative investments and insurance products) for implementation.

BPW typically implements advice through model portfolios and a top‑down asset‑allocation process, with most client accounts managed on a discretionary basis and customized as needed. The firm uses Commonwealth’s PPS Custom/Select/Direct programs and third‑party strategists, and says its selection process considers factors such as manager turnover, expense of ownership, tax efficiency and correlation across holdings.

Distinctive features disclosed in the brochure include that BPW is a licensed insurance agency and many associated persons are licensed to sell insurance, with commission compensation for insurance products disclosed as separate from advisory fees. The firm also discloses a formal promoter/referral program that compensates outside professionals for client referrals and notes receipt of a forgivable loan tied to Commonwealth’s acquisition by LPL Financial Holdings, each of which the brochure identifies as creating potential conflicts of interest to be managed and disclosed.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Fixed financial planning fees range from $500 to $15,000; Wealth Management Consulting may have flat or fixed fees; Retirement Plan Consulting may have flat fees

Percentage

$0 - $250,000: 1.75% (maximum advisory fee for PPS Custom Program) $250,000 - $499,999: 1.50% (maximum advisory fee for PPS Custom Program) $500,000 - $999,999: 1.25% (maximum advisory fee for PPS Custom Program) $1,000,000 - $4,999,999: 1.00% (maximum advisory fee for PPS Custom Program) $5,000,000+: Negotiable (maximum advisory fee for PPS Custom Program) $0 - $250,000: 1.50% (maximum advisor fee for PPS Select Program) $250,000 - $499,999: 1.25% (maximum advisor fee for PPS Select Program) $500,000 - $999,999: 1.00% (maximum advisor fee for PPS Select Program) $1,000,000 - $4,999,999: 0.75% (maximum advisor fee for PPS Select Program) $5,000,000+: Negotiable (maximum advisor fee for PPS Select Program) $0 - $249,999: 1.50% (maximum advisor fee for PPS Direct Program) $250,000 - $499,999: 1.25% (maximum advisor fee for PPS Direct Program) $500,000 - $999,999: 1.00% (maximum advisor fee for PPS Direct Program) $1,000,000 - $4,999,999: 0.75% (maximum advisor fee for PPS Direct Program) $5,000,000+: Negotiable (maximum advisor fee for PPS Direct Program) $0+: Program fee up to 1.5% annually for PPS Select Program $0+: Program fee up to 1.5% annually for PPS Direct Program

Commissions

Insurance products sold through firm’s insurance agency generate commission compensation separate from advisory fees

Project-based

Hourly financial planning fees up to $400/hour; Wealth Management Consulting fees up to $500/hour; Retirement Plan Consulting fees up to $500/hour

Other

Account minimum: $100,000 Minimum fee: Minimum annual program fee of $600 ($150 quarterly) for certain PPS Select accounts; Retirement Plan Consulting Program fee of $300 for plans with less than $250,000 in assets Fee-only: Hourly financial planning fees up to $400/hour; Fixed fees from $500 to $15,000; Wealth Management Consulting fees negotiable up to $500/hour or flat/annual fees; Retirement Plan Consulting fees negotiable including hourly up to $500/hour, flat fees, or percentage of plan assets from 0.02% to 0.12% depending on plan size

Main office location

BostonPremier Wealth

51 Mill Street, Suite 1

Hanover MA 02339, United States

Number of offices

2

Most active in

California · Connecticut · Florida · Louisiana · Maine · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · South Carolina · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Andrew K

Series 66

Hanover, MA

BostonPremier Wealth

Andrew Kebalka is a financial advisor at BostonPremier Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Astrocyte Research, and Bradley, Foster & Sargent, Inc. In addition to his advisory role, he is involved in fixed insurance sales. BostonPremier Wealth serves individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized portfolio management.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Executive Founder/Business Owner
user avatar

Mark B

Series 63, Series 65

Hanover, MA

BostonPremier Wealth

Mark Bossey is a financial advisor at BostonPremier Wealth with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Commonwealth Financial Network and LPL Financial. Bossey is also a co-owner of BostonPremier Wealth and has involvement in fixed insurance sales. BostonPremier Wealth advises individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized model portfolios.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Executive Founder/Business Owner
user avatar

John D

Series 63, Series 65, Series 66

Hanover, MA

BostonPremier Wealth

John Dibenedetto is an advisor at BostonPremier Wealth with over 30 years of experience at Fidelity Brokerage Services LLC. He holds the Series 63, Series 65, and Series 66 licenses. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach tailored to clients’ risk profiles and asset allocation goals.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Executive Founder/Business Owner
user avatar

Joshua G

CFP®, Series 66

Hanover, MA

BostonPremier Wealth

Joshua Grieves is a CFP® professional with 18 years of experience in the financial services industry. He is currently with BostonPremier Wealth, where he has worked for 10 years, and previously held roles at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he is involved in fixed insurance sales. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach, focusing on aligning portfolios with clients’ risk profiles and target asset allocations.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Executive Founder/Business Owner
user avatar

Ryan M

Series 63, Series 65

Hanover, MA

BostonPremier Wealth

Ryan Marini is a financial advisor with BostonPremier Wealth, holding Series 63 and 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Commonwealth Financial Network and LPL Financial. He is a founding partner of BostonPremier Wealth. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm uses a top-down, model-driven approach to portfolio management, typically implementing discretionary managed accounts tailored to clients’ risk profiles and target allocations.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Executive Founder/Business Owner
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