Bolton Investment
Assets Under Management
$138.5M
Number of Clients
10
Number of Advisors
7
Average Client AUM
$13.9M
AUM per Advisor
$19.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bolton Partners Investment Consulting Group, Inc. provides investment consulting to institutional benefit plans, including formulating investment goals, reviewing investment policy statements, developing asset allocation strategies, performance monitoring, and plan design consulting. They act as fiduciaries and do not receive revenue sharing or third-party compensation.
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
Location
1 W. Pennsylvania Ave., Suite 600, Towson, MD, 21204