Felix Bosque
Felix Bosque is a registered investment advisor at Bolton Global Asset Management, based in Weston, FL, with 25 years of industry experience. Felix 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
55 Weston Road, Suite 301, Weston, FL, 33326
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.
Exams
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