CR
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
10 clients
Average Client Portfolio
$13.9M average
Assets Under Management
$138.5M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
BPICG is compensated through fixed annual fees, a percentage of assets under advisement or management, or hourly rates. Most revenue comes from fixed annual fees for investment monitoring services. The specific fee is negotiated with the client and determined in advance. Fees are billed in arrears based on the frequency of work. Hourly fees are rarely charged.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
1 W. Pennsylvania Ave., Suite 600, Towson, MD, 21204
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Bolton Investment
March 2008 - Present · 17 yrs 10 mos
Previous Registrations
Mtb Investment Advisors, INC.
March 1996 - August 2006 · 10 yrs 5 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.