Cristina Acosta
Cristina Acosta is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 7 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
Get directionsHistory
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 Activities
Cristina owns 5E Wealth, LLC to operate Bolton Investment Advisory, and is the founder of 5E Wealth Lab, LLC, which designs financial education programs. She also spends minimal time as a Circle Leader for Invest for Better, a non-profit empowering women with financial education, and participates on an advisory committee.
Employment History
Current Registrations
Bolton Global Asset Management
Previous Registrations
Cardea Capital Group, INC.
Crescendo Asset Management LLC
Mora Wealth Management LLC
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.