Justin Boshnack
Justin Boshnack is a registered investment advisor at Vision Investment Advisors, LLC, based in Stamford, CT, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 129 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vision Investment Advisors' (VIA) fees are based on a percentage of the assets they manage. The exact fee is negotiated with each client and may vary based on factors such as the amount invested, accounts with affiliated firms, and additional accounts with VIA. The fee will not exceed 3% annually, paid quarterly. VIA also offers Stock Put Writing and Stock Put Credit-Spread Option Programs with different fee structures, including performance-based fees for qualified clients. Processing charges of $0.25 per transaction apply to all accounts. Fees for accounts managed through the Pontera Order Management System are blended and calculated based on the daily average account value.
Location
1010 Washington Blvd, Suite 300, Stamford, CT, 06901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin is the president of Three Lakes Trading Company, Inc, an IB guaranteed by AMD Investor Services Inc, dedicating nearly full-time hours to managing the business. He is also the CEO/President of HedgeRock Capital Inc., a commercial real estate finance company, spending about two-thirds of his time on this role.
Employment History
Current Registrations
Vision Investment Advisors, LLC
State Registrations6 states
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