Alexander Calvo
Alexander Calvo is a registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 8 years of industry experience. 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
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 Activities
Alexander owns Stratedge Quant Investors, LLC, which is used for operating his investment advisory business. As an IAR of Bolton Securities Corporation, Alexander is permitted to manage assets at outside custodians.
Employment History
Current Registrations
Bolton Global Asset Management
Previous Registrations
Stratedge Quant Investors LLC
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.
Exams
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