Cesar Colis Vidal

Bolton Global Asset Management

15 Years of Experience

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Firm Information

Bolton Global Asset Management

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.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning

Advisor Information

Office location

579 Main Street, Bolton, MA, 01740

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Regulatory History (1)

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Employment Separation After Allegations

May 2012

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Other Business Activities

Cesar is an Investment Advisor Representative of Bolton Securities Corporation and provides asset management services. He also owns and operates New York Investment Solutions, LLC, spending about a quarter of his time during trading hours and minimal time outside of trading hours on this activity. Additionally, Cesar owns and manages three residential rental properties, dedicating minimal time to this activity.