Adriana Perez
Adriana Perez is a registered investment advisor at Bolton Global Asset Management, based in Weston, FL, with 15 years of industry experience. Adriana 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
55 Weston Road, Suite 301, Weston, FL, 33326
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2021Other Business Activities
Adriana is dual registered with Bolton Global Asset Management, an SEC registered IA Firm, as an Investment Advisor.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bolton Global Asset Management
Bolton Securities CorporationBroker
Bolton Global CapitalBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Hapoalim Securities USA, INC.Broker
State Registrations3 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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