Russell Dow
Russell Dow is a registered investment advisor at Bolton Global Asset Management, based in Falmouth, ME, with 34 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
358 U.S. Route One, Falmouth, ME, 04105
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Regulatory History (1)
Regulatory
March 2017Other Business Activities
Russell is involved in several business activities, including being an Investment Advisor Representative and holding ownership positions in Dow Wealth Management, Dow Software, Dow Publishing Company, San Marco LLC, Dow Commercial Properties, KrisAssists.com, and DOW Holdings, LLC. He also serves as trustee of Dow Wealth Management's 401K plan, dedicating minimal time to most of these activities outside of his primary role.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Delta Global Asset Management
Advest, INC.Broker
Advest, INC.Broker
State Registrations27 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.