TrueAdvisor
TrueAdvisor
EO
EO

Enrique Ortega

Bolton Global Asset Management
15 Years of Experience
Miami, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Enrique Ortega is a registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 15 years of industry experience. Enrique 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.

Bolton Global Asset Management
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
149 advisors
Number of Clients
7,365 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$8.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum fee is 2.50% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1441 Brickell Ave, Suite 1700, Miami, FL, 33131

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2023
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Enrique is involved in several real estate ventures, including ownership of Skyline Legacy, LLC, The Silver S Investments LLC, 280 Plant LLC, Ortega Family Legacy LLC, and multiple rental properties. He is also a licensed insurance agent selling annuities and life insurance, dedicating minimal time to this activity, and the author of a financial education book.

Employment History
Current Registrations
Bolton Global Asset Management
April 2023 - Present · 3 yrs 6 mos
Bolton Global Capital
April 2023 - Present · 3 yrs 6 mos
Bolton Global CapitalBroker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.
November 2013 - May 2023 · 9 yrs 6 mos
Citigroup Global Markets INC.Broker
November 2013 - May 2023 · 9 yrs 6 mos
Leumi Investment Services INC.
February 2012 - September 2013 · 1 yr 7 mos
Leumi Investment Services INC.Broker
January 2012 - September 2013 · 1 yr 8 mos
Efg Capital InternationalBroker
March 2011 - January 2012 · 10 mos
State Registrations4 states
CAFLNYTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Miami, FL →All financial advisors in Florida →