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Arturo Bohigas

23 Years of Experience
Miami, FL
May Earn CommissionSells Insurance

Arturo Bohigas is a registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 23 years of industry experience. 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
149 advisors
Number of Clients
7,365 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$8.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum fee is 2.50% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1441 Brickell Avenue, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Arturo is licensed to sell fixed life insurance products since 2007 and manages several LLCs. He spends minimal time on insurance sales and a few hours per week managing Arhibo, LLC, which is involved in property development.

Employment History
Current Registrations
Bolton Global Asset Management
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Loyola Asset Management LLC
March 2012 - November 2022 · 10 yrs 8 mos
Western International Securities
February 2012 - December 2012 · 10 mos
Western International Securities, INC.Broker
February 2012 - October 2018 · 6 yrs 8 mos
Progress Advisors, LLC
January 2007 - February 2012 · 5 yrs 1 mo
Progress Advisors, LLC
September 2006 - December 2006 · 3 mos
Progress Investments LLCBroker
August 2006 - February 2012 · 5 yrs 6 mos
Bbva Investments INC.Broker
April 2003 - August 2006 · 3 yrs 4 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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