Flavio Gonzalez
Flavio Gonzalez is a registered investment advisor at Bolton Global Asset Management, based in Brownsville, TX, 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
50 Morrison Rd., Brownsville, TX, 78520
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Regulatory History (1)
Customer Dispute
November 2005Other Business ActivitiesSells Insurance
Flavio is a co-owner of GMFE Group, LLC (GEF Financial Group and GEF Insurance) and FNB Insurance Group, LLC. He is also an IAR of Bolton Global Asset Management, balancing this role with branch management and selling fixed insurance products, dedicating minimal time to FNB Insurance Group, LLC.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.