CB
CB

Christopher Bolton

7 Years of Experience
Towson, MD

Christopher Bolton is a registered investment advisor at Bolton Investment, based in Towson, MD, with 7 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 10 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
IM Fee
Planning only
Assets Under Management
$138.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 W. Pennsylvania Ave., Suite 600, Towson, MD, 21204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher is the COO of Bolton Partners, Inc. and Bolton Health Actuarial, Inc., and a partner at Stratovize, LLC. These roles involve operations, strategic planning, and budget management, taking about half of Christopher's time at Bolton Partners and a few hours per week at the other two companies.

Employment History
Current Registrations
Bolton Investment
February 2019 - Present · 7 yrs 2 mos
State Registrations2 states
COMD
Advisor

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
No exam information available for this advisor.