Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
1 W. Pennsylvania Ave., Suite 600, Towson, MD, 21204
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
Christopher is the COO of Bolton Partners, Inc. and Bolton Health Actuarial, Inc., and a partner at Stratovize, LLC. These roles involve operations, strategic planning, and budget management, taking about half of Christopher's time at Bolton Partners and a few hours per week at the other two companies.