Eric Lusk
Eric Lusk is a registered investment advisor at Bolton Global Asset Management, based in Falmouth, ME, 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
358 Us Route One, Falmouth, ME, 04105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric is an Investment Advisor Representative of Bolton Global Asset Management, operating as Dow Wealth Management, LLC, which is his full-time job. He is also licensed to sell fixed life and annuity products, spending minimal time on this activity. Eric also hosts a local radio show, spending minimal time and discussing investment-related topics without making specific recommendations.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
First Allied Securities, INC.Broker
First Allied Securities, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
S.N. Phelps & CO.Broker
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.