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.
1441 Brickell Ave, Suite 1700, Miami, FL, 33131
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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 →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).