Percy E. Bolton Associates provides financial planning and investment consulting services. Financial planning covers cash flow, budgeting, taxes, investments, retirement, estate planning, and special needs. Investment consulting includes analyzing current investments, developing an investment program, setting goals, creating an asset allocation plan, designing a portfolio, and monitoring the plan.
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.