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
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Customer Dispute
February 2017Other Business ActivitiesSells Insurance
Alex is an Investment Advisor Representative with Bolton Global Asset Management, operating as Private Wealth Advisors, Inc., where he also serves as President. He also sells fixed insurance policies and owns Private Wealth Advisors, Inc., an S-Corp responsible for paying branch expenses, and refers clients to Sabadell Bank, spending minimal time on this activity.