Oscar Guevara is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 29 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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Oscar is an Investment Advisor Representative of Bolton Global Asset Management, operating as O.E.G. Capital Group and acting as President, spending nearly full-time on this. He also owns O.E.G. Capital Group, Inc. and residential rental property, dedicating minimal time to these activities.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.B. Oxford & CompanyBroker
State Registrations2 states
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