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Bolton Global Asset Management

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Assets Under Management

$7.0B

Number of Clients

6,977

Number of Advisors

144

Average Client AUM

$1.0M

AUM per Advisor

$48.6M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Bolton Global Asset Management (BGAM) offers asset management (discretionary or non-discretionary) and financial planning/consulting services. Asset management involves managing client investments, while financial planning includes assessing needs and developing plans. Clients can engage in either or both services. BGAM's IARs are independent contractors.

Fee Structure

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Location

579 Main Street, Bolton, MA, 01740

144 Advisors at this firm

AB
Adelfa Rosario Brady
AP
Adriana M Perez
AE
Agustin De Estrada
AA
Alex Alberto Astudillo
AC
Alexander Christopher Calvo
AS
Andrei L. Santos
AA
Andres Alberto Astudillo
AV
Archibaldo Vasquez
AK
Ariel Osvaldo Kay
AB
Arturo Hierro Bohigas
AV
Arturo Vasquez
AD
Avard Morton Dow
CL
CFA
Carlos Manuel Lecour
CS
Carlos R Villanueva Sucre
CA
Carolina Acurio
CC
Carolina Castillo
CV
Cesar Colis Vidal
CS
CFP
Charles Vincent Sullivan
CF
Christian Felix
CB
Christopher T Bourdeau
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