Alex Astudillo
Alex Astudillo is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 24 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 (1)
Customer Dispute
February 2017Other Business ActivitiesSells Insurance
Alex is an Investment Advisor Representative with Bolton Global Asset Management, operating as Private Wealth Advisors, Inc., where he also serves as President. He also sells fixed insurance policies and owns Private Wealth Advisors, Inc., an S-Corp responsible for paying branch expenses, and refers clients to Sabadell Bank, spending minimal time on this activity.
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
Deutsche Banc Alex. Brown INC.Broker
State Registrations5 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.