Joaquin Pastor is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 3 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
579 Main Street, Bolton, MA, 01740
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joaquin is a partner at a management consulting firm, a professor and assistant teacher at multiple universities, and a consultant for the Inter-American Development Bank. He also co-owns an entity for personal investments and is a registered investment advisor.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
State Registrations1 state
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