CB
CB

Christopher Graham Bolton

6 Years of Experience
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
10 clients
Average Client Portfolio
$13.9M average
Assets Under Management
$138.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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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
State Registrations2 states
COMD
Advisor
Exams
No exam information available for this advisor.