Cesar Vidal
Cesar Vidal is a registered investment advisor at Bolton Global Asset Management, based in Wellesley, MA, with 16 years of industry experience. Cesar 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
Wellesley, MA
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.
Exams
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