Carlos Lecour is a CFA-designated 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlos is an Investment Advisor Representative with Bolton Global Asset Management, operating as 'Aurora Partners', and co-owns Aurora Partners, LLC. He also manages Germania Plantation, LLC, Rearden Wealth Management, LLC, and Lux North Carolina, LLC, and serves as a board member for TAL Building Centers, dedicating a few hours per week to this role.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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