Jose Escalada
Jose Escalada is a CFA-designated registered investment advisor at Bolthouse Investment Management Services, based in Bakersfield, CA, with 6 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Some accounts may be under different fee schedules honoring prior agreements. Standard fee schedule may be negotiable.
Fee Estimator
Location
11601 Bolthouse Drive, Suite 210, Bakersfield, CA, 93311
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bolthouse Investment Management Services
State Registrations1 state
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