Jorge Sanchez
Jorge Sanchez is a registered investment advisor at Bolton Global Asset Management, based in Weston, FL, with 33 years of industry experience. Jorge is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7,365 clients with $8.3B 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 | 2.50% |
Maximum fee is 2.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
55 Weston Road, Suite 301, Weston, FL, 33326
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Other Business Activities
Jorge is an Investment Advisor Representative with Bolton Securities Corporation and acts as a Financial Advisor under Bolton Global Capital, which is his full-time job. He is also a co-owner of ATA Advisors, LLC, created to operate Bolton securities and investment advisory businesses, dedicating minimal time to this.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
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.
Exams
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