AA
AA

Andres Astudillo

1 Year of Experience
Broker

Andres Astudillo is a registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 1 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,977 clients with $7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
144 advisors
Number of Clients
6,977 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$7.0B

Fee Structure

BGAM offers investment management services where fees are negotiable between you and your advisor. The maximum fee is 2.5% of your portfolio value. Fees are typically billed quarterly, deducted directly from your account. BGAM may also assess a fee to cover ticket or transactional fees they are assessed because of a trade in your account.

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Location

1441 Brickell Ave, Suite 1700, Miami, FL, 33131

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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

Andres is dually registered with Bolton Global Capital as a registered representative (RR) and with Bolton Global Asset Management as an investment advisor representative (IAR).

Employment History
Current Registrations
Bolton Global Asset Management
March 2025 - Present · 1 yr 1 mo
Bolton Global CapitalBroker
August 2024 - Present · 1 yr 8 mos
State Registrations1 state
FL
Advisor

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.