Erick Mejia
Erick Mejia is a registered investment advisor at Bolton Global Asset Management, based in Bethesda, MD, with 28 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
Bethesda, MD
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Regulatory History (1)
Customer Dispute
August 2015Other Business ActivitiesSells Insurance
Erick is an Investment Advisor Representative with Bolton Securities Corporation and owner/manager of Mejia Capital, LLC. He is also licensed to sell fixed insurance products since 1998, but spends minimal time actively soliciting insurance products.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Financial Network Investment CorporationBroker
State Registrations4 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.