Agustin Estrada
Agustin Estrada is a registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 23 years of industry experience. Agustin 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
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 ActivitiesSells Insurance
Agustin works as an Investment Advisor Representative with Bolton Global Asset Management, operating as 'Aurora Partners', dedicating nearly full-time hours to this role. He also co-owns several entities including Aurora Partners, LLC, Aurora Partners Advisory, LLC, a family farm in Argentina, and Los Pajarracos, LLC which owns rental real estate.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Jesup & Lamont Securities CORPBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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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