Raul Rohr
Raul Rohr is a registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 17 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
1441 Brickell Avenue, Suite 1700, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2022Other Business ActivitiesSells Insurance
Raul is the owner and Managing Director of Rohr Private Wealth Management, LLC, used as a DBA for Bolton businesses. He is also life insurance licensed, selling fixed life, annuities, and health insurance.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.