Rafael Alvarez
Rafael Alvarez is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 38 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 (1)
Customer Dispute
September 2000Other Business ActivitiesSells Insurance
Rafael is licensed to sell fixed insurance products and has a referral agreement with a real estate company. He is also an Investment Advisor Representative and owner of Miami Private Capital Partners, Inc. Additionally, Rafael co-owns rental property and an entity for estate planning purposes with his spouse.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Interamerican Investment Consultants, 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.