Martin Silbert is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 27 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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Martin is the owner of Aires Capital Advisors, LLC, established for tax purposes, dedicating a few hours per week. He also manages his wife's real estate company, NURIT EDELMAN REALTY LLC, providing administrative services with minimal time commitment. Martin's primary role is as a Financial Advisor with Bolton Global Asset Management, representing his full-time job.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Bolton Global Capital
Previous Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.