Percy Bolton is a CFP-designated registered investment advisor at Percy E. Bolton Associates, INC., based in Pasadena, CA, with 17 years of industry experience. Percy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 55 clients with $35M in assets under management.
Compensation
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Fee Structure
Percy E. Bolton Associates offers investment consulting services for an annual fee, which typically ranges from $6,000 to $25,000. The fee is based on the complexity of your situation and the amount of consulting required. You can pay via credit/debit card or ACH, or have quarterly payments deducted from your brokerage account. This service does not include investment management.
Location
1122 East Green Street, Pasadena, CA, 91106-2500
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Percy E. Bolton Associates, INC.
State Registrations2 states
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