AV
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
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2016Denied
Other Business Activities
Archibaldo is an Investment Advisor Representative of Bolton Securities Corporation, operating under the DBA 'DV Wealth Management' as a Managing Partner since 2016. He also owns and operates Arnaca, LLC for tax reporting purposes, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Bolton Global Asset Management
July 2016 - Present · 9 yrs 6 mos
Bolton Global CapitalBroker
June 2016 - Present · 9 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2004 - June 2016 · 11 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 1994 - June 2016 · 21 yrs 11 mos
State Registrations7 states
CADEFLILNMNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.