Maria Northam
Maria Northam is a registered investment advisor at Bolton Global Asset Management, based in Houston, TX, with 31 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
12510 Cutten Road, Houston, TX, 77066
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Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Maria is an Investment Advisor Representative of Bolton Global Asset Management, operating as Bainbridge Financial Services, and also owns Alphana Group, LLC, which manages a rental property. Additionally, she owns Tanil MKT LLC for personal investments and GoPlan Financial Services, an s-corp for tax purposes.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Abshier Webb Donnelly & Baker, INC.Broker
Abshier, Webb, Donelly, & Baker, INC.
Stanford Group Company
Stanford Group CompanyBroker
United American International, INC.Broker
Painewebber IncorporatedBroker
State Registrations15 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.