Ricardo Filizola
Ricardo Filizola is a registered investment advisor at Bolton Global Asset Management, based in Brownsville, TX, with 28 years of industry experience. Ricardo 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
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 Asset Management
Bolton Global CapitalBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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