David Bolton is a registered investment advisor at RBC Capital Markets, LLC, based in Kerrville, TX, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
819 Water Street, Suite100, Kerrville, TX, 78028
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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 Activities
David is involved in several outside business activities, including residential rental real estate (Bolton Properties), serving on the board of directors for a church youth camp (Camp Blue Haven), real estate investments (Bolton & Hutchison Enterprises LLC), and managing a small cow/calf animal farm (Bolton Cattle). These activities require minimal time commitment.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Ameritas Investment CORP.Broker
The Advisors Group, INC.
The Advisors Group, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations27 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.