Percy E. Bolton Associates provides comprehensive financial planning and investment consulting services to individuals, families, and non-profit organizations. The firm operates on a fee-only basis and is structured around a seven-step planning process covering cash flow, budgeting, income taxes, investment policy, retirement planning, estate planning, and special needs planning. Percy E. Bolton Associates operates strictly on a non-discretionary basis, requiring prior client approval for all transactions, and utilizes SEI portfolio models to help clients build investment programs. In addition to planning and investment consulting, Percy E. Bolton Associates assists with estate planning reviews and document preparation through third-party services.
Fee Structure
Percy E. Bolton Associates charges an annual retainer for investment consulting services, typically ranging between $3,000 and $10,000, billed monthly in arrears based on the complexity of your circumstances and the degree of consulting required.