Carlos Sucre
Carlos Sucre is a registered investment advisor at Bolton Global Asset Management, based in Key Biscayne, FL, with 19 years of industry experience. Carlos 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
104 Crandon Boulevard, Suite 407-C, Key Biscayne, FL, 33149
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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
Carlos is an Investment Advisor Representative of Bolton Global Asset Management and provides advisory services through an outside custodian. He also works as an attorney providing legal services and has a referral arrangement with Copernico Capital, dedicating a few hours per week to each activity. Carlos also owns rental property.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Deutsche Bank Securities 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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