Felix Bosque
Felix Bosque is a registered investment advisor at Bolton Global Asset Management, based in Weston, FL, 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
Weston, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2013Customer Dispute
October 2012Other Business Activities
Felix is a joint owner of three rental properties in Miramar, Florida, spending minimal time per month on this activity. He also owns Alpha Financial Advisors LLC, created to receive payments from his brokerage and investment advisory businesses, also requiring minimal time.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Leumi Investment Services INC.Broker
Cbny Investment Services CORP.Broker
State Registrations3 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.