Manuel Martinez
Manuel Martinez is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 24 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 (1)
Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Manuel is the owner and general manager of WCG Real Estate Miami, Inc., which operates his securities, investment advisory, and insurance businesses, as well as his work as an author/playwright; he spends a few hours per week on this. He is also a registered representative with Bolton Global Asset Management, an author/playwright, and licensed to sell fixed insurance products, dedicating minimal time to the latter.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Sabadell Securities USA, INC.
Sabadell Securities USA, INC.Broker
Beta Capital Management LLC
Beta Capital Management, L.P.Broker
Mora Wm SecuritiesBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 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.