Eli Butnaru is a CFA-designated registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 26 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
579 Main Street, Bolton, MA, 01740
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eli is the owner and manager of Butnar, LLC, established in 2022, and co-owner and manager of IRA ANEL, LLC, established in 2024, which owns real estate in Spain. He is also an Investment Advisor Representative of Bolton Securities Corporation, dedicating full-time hours to this role.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Bolton Global Asset Management
Boreal Capital Management LLC
Boreal Capital Securities LLCBroker
Bnp Paribas Investment Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS International INC.
UBS International INC.Broker
Citicorp Investment ServicesBroker
State Registrations1 state
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.