AA

Andres Alberto Astudillo

1 Year of Experience

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

1441 Brickell Ave, Suite 1700, Miami, FL, 33131

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Regulatory 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.

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Other Business Activities

Andres is dually registered with Bolton Global Capital as a registered representative (RR) and with Bolton Global Asset Management as an investment advisor representative (IAR).

Employment History
Current Registrations
Bolton Global Asset Management
March 2025 - Present · 10 mos
Bolton Global CapitalBroker
August 2024 - Present · 1 yr 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Andres Alberto Astudillo - Financial Advisor | AdvisorDiscover