Milagros Leal is a registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 43 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,977 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BGAM offers investment management services where fees are negotiable between you and your advisor. The maximum fee is 2.5% of your portfolio value. Fees are typically billed quarterly, deducted directly from your account. BGAM may also assess a fee to cover ticket or transactional fees they are assessed because of a trade in your account.
Location
1441 Brickell Ave, Suite 1700, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Milagros is a Registered Investment Advisor Representative with Bolton Global Asset Management and a real estate agent with Keller Williams since 2015. She also co-owns and manages two real estate holding companies, M&M Leal, Inc. and LAS Brisas Leal, LLC, but spends minimal time on these activities.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Private Client Services, LLCBroker
Private Client Services, LLCBroker
Loyola Asset Management LLC
Western International Securities
Western International Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Cibc World Markets CORP.Broker
Bear, Stearns & CO. INC.Broker
State Registrations1 state
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.