Graciela Perez
Graciela Perez is a registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 30 years of industry experience. Graciela 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
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Regulatory History (1)
Regulatory
April 2010Other Business Activities
Graciela is a co-owner and managing partner of Perez Wealth Management, LLC, an S-corp for securities and investment advisory businesses. She is also an Investment Advisor Representative with Bolton Global Asset Management, doing business as Perez Wealth Management, LLC, spending nearly full-time hours in this role.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Bolton Global Capital
Previous Registrations
Bolton Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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