Raymond Grenier
Raymond Grenier is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 40 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
579 Main Street, Bolton, MA, 01740
Get directionsHistory
Regulatory History (5)
Criminal
July 2006Customer Dispute
October 2002Regulatory
February 2002Customer Dispute
July 1998Regulatory
May 1995Other Business ActivitiesSells Insurance
Raymond has a life, health, and disability insurance license since 1991, but the filing does not specify how much time he spends on it. He is also a member of the Board of Trustees for The Briarwood Community, dedicating minimal time each month to attend board meetings.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Delta Equity Services CorporationBroker
Brewster Securities INC.Broker
State Registrations46 states
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.