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Avard Dow

Bolton Global Asset Management
57 Years of Experience
Falmouth, ME
Broker
View SEC Summary
View SEC Summary

Avard Dow is a registered investment advisor at Bolton Global Asset Management, based in Falmouth, ME, with 57 years of industry experience. Avard 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

358 U. S. Route One, Falmouth, ME, 04105

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Avard is a Senior Financial Advisor and Portfolio Manager with Bolton Global Asset Management, doing business as DOW Wealth Management LLC, representing his full-time job. He also owns rental property, spending minimal time on it each month.

Employment History
Current Registrations
Bolton Global Asset Management
November 2007 - Present · 18 yrs 11 mos
Bolton Global CapitalBroker
February 2006 - Present · 20 yrs 8 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
November 1992 - February 2006 · 13 yrs 3 mos
Advest, INC.Broker
September 1985 - December 1992 · 7 yrs 3 mos
Burgess & Leith IncorporatedBroker
July 1975 - September 1985 · 10 yrs 2 mos
Thomson Mckinnon Securities INC.Broker
July 1974 - July 1975 · 1 yr
W. E. Hutton & CO.Broker
June 1969 - August 1975 · 6 yrs 2 mos
State Registrations9 states
AZCACTFLMAMEMINHOR
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.
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