Cesar Vidal is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 16 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
May 2012Other Business Activities
Cesar is an Investment Advisor Representative of Bolton Securities Corporation and provides asset management services. He also owns and operates New York Investment Solutions, LLC, spending about a quarter of his time during trading hours and minimal time outside of trading hours on this activity. Additionally, Cesar owns and manages three residential rental properties, dedicating minimal time to this activity.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations5 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.