Andrei Santos
Andrei Santos is a registered investment advisor at Bolton Global Asset Management, based in Weston, FL, with 22 years of industry experience. Andrei 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 (3)
Customer Dispute
March 2009Customer Dispute
December 2008Customer Dispute
November 2008Other Business Activities
Andrei is the owner and manager of Arisan Financial Advisors, LLC, spending minimal time on this activity. He is also an investment advisor representative with Bolton Securities Corporation, which is his full-time job.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Banc of America Investment Services, INC.Broker
State Registrations7 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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