George Bolton
George Bolton is a registered investment advisor at Westend Capital Management, LLC., based in Santa Monica, CA, with 17 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 330 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is 0.375% per quarter, equivalent to 1.5% annually, as long as the account value is equal to or greater than $10,000.
Fee Estimator
Location
520 Broadway, Floor 2, Santa Monica, CA, 90401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
George is the CEO of George Bolton Horses, a company focused on thoroughbred horses. He spends minimal time on this activity, acting primarily in an oversight function.
Employment History
Current Registrations
Westend Capital Management, LLC.
Previous Registrations
Westend Capital Management, LLC.
State Registrations1 state
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