Victor Hernandez
Victor Hernandez is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 19 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
579 Main Street, Bolton, MA, 01740
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2024Other Business Activities
Victor owns four residential rental properties in Miami, Florida, dedicating a few hours per week to this activity. He is also an investment advisor representative with Bolton Global Asset Management, which is his full-time job.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Newera Wealth
M. S. Howells & CO.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
J.P. Morgan Securities INC.Broker
State Registrations2 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.