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Michael Beczkowski

33 Years of Experience
Towson, MD

Michael Beczkowski is a registered investment advisor at Bolton Investment, based in Towson, MD, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 10 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
IM Fee
Planning only
Assets Under Management
$138.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 W. Pennsylvania Ave., Suite 600, Towson, MD, 21204

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bolton Investment
January 1997 - Present · 29 yrs 3 mos
Previous Registrations
Capital Portfolio Management, INC.Broker
September 1997 - December 2016 · 19 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
June 1992 - February 1996 · 3 yrs 8 mos
J. W. Gant & Associates, INC.Broker
September 1991 - November 1991 · 2 mos
State Registrations1 state
MD
Advisor

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.

Exams
No exam information available for this advisor.