Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset-based advisory fees are negotiable, with a maximum of 2.5%. Fees are billed quarterly, deducted directly from the client's account. Financial planning fees are also negotiable, either hourly (up to $500/hour) or as a flat fee. Clients are responsible for brokerage commissions, administrative transaction charges, and other related costs. IARs may assess a fee to cover ticket or transactional fees.
Areas of Practice
Advisor Information
Office location
579 Main Street, Bolton, MA, 01740
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Adelfa is an IAR with Bolton Global Asset Management, DBA AiM Fidelis, acting as Managing Director, and owns AiM Fidelis Wealth Solutions, LLC. She also acts as plan sponsor and trustee of AiM Fidelis Wealth Solutions, LLC 401K plan, spending minimal time on this.