Archibaldo Vasquez
Archibaldo Vasquez is a registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 32 years of industry experience. Archibaldo 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
1441 Brickell Avenue, Suite 1700, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Other Business Activities
Archibaldo is an Investment Advisor Representative of Bolton Securities Corporation, operating under the DBA 'DV Wealth Management' as a Managing Partner since 2016. He also owns and operates Arnaca, LLC for tax reporting purposes, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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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