Lucas Torto is a CFA-designated registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 9 years of industry experience. Lucas 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
1441 Brickell Avenue, Suite 1700, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lucas owns AAA Investment Solutions, Inc., used as an S-corp, and RT Assets LLC for personal real estate investment. He is also an Investment Advisor Representative of Bolton Global Asset Management and manages assets at Charles Schwab. These activities are investment-related.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
State Registrations2 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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