Enrique Ortega
Enrique Ortega is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 14 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
April 2023Other 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
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Leumi Investment Services INC.
Leumi Investment Services INC.Broker
Efg Capital InternationalBroker
State Registrations4 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.