Ricardo Filizola
Ricardo Filizola is a registered investment advisor at Bolton Global Asset Management, based in Brownsville, TX, 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
50 Morrison Rd., Brownsville, TX, 78520
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Ricardo co-owns several businesses, including GMFE Group LLC (securities, investment advisory, and insurance), RNF Group LLC (dance school), SEF Investments LLC (owns building for dance school), SEF Properties LLC (owns vacant lot), and FNB Insurance Group, LLC (for accounting purposes). He also works as an IAR of Bolton Global Asset Management, and sells fixed insurance products under 'GEF Insurance', dedicating minimal time to these activities.
Employment History
Current Registrations
Bolton Global CapitalBroker
Bolton Global Asset Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
A. G. Edwards & Sons, INC.Broker
State Registrations7 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.