Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
144 advisors
Number of Clients
6,977 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$7.0B

Fee Structure

Hourly Rate:Up to $500/hr

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
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
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Advisor Information

Office location

579 Main Street, Bolton, MA, 01740

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bolton Global Asset Management
November 2021 - Present · 4 yrs 2 mos
Bolton Global CapitalBroker
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2008 - November 2021 · 13 yrs 7 mos
Wells Fargo Clearing Services, LLC Broker
April 2008 - November 2021 · 13 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2003 - April 2008 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 1993 - April 2008 · 14 yrs 4 mos
State Registrations6 states
CADCFLGAILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.