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, Retirement Planning. Their firm serves 45 clients with $630M 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% |
Fees include the market value of client interests in the firm's private funds. Standard fee schedule may be negotiable based on grandfathered accounts, Bolthouse family accounts, and special situations.
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.
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 →Employment History
Current Registrations
Bolthouse Investment Management Services
State Registrations1 state
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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