Maria Packard Trifillis

Bolton Investment

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Firm Information

Bolton Investment

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

7 advisors

Number of Clients

10 clients

Average Client Portfolio

$13.9M average

Assets Under Management

$138.5M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

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.

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Areas of Practice

Investment ManagementRetirement Planning

Advisor Information

Office location

1 W. Pennsylvania Ave., Suite 600, Towson, MD, 21204

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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.