Marcelo Charul
Marcelo Charul is a registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 18 years of industry experience. Marcelo 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
1441 Brickell Avenue, Suite 1700, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2017Other Business Activities
Marcelo is an Investment Advisor Representative with Bolton Global Asset Management and owner/manager of GFA Wealth Management, LLC. He also co-owns a residential rental property in Miami, FL, dedicating minimal time to managing it.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Santander SecuritiesBroker
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.
Exams
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