How does the advisor help clients – Key Takeaways:
BOLTON GLOBAL ASSET MANAGEMENT provides comprehensive financial services and personalized investment strategies to assist clients in achieving their financial goals. They prioritize strong client relationships, transparency, and unbiased advice in their approach to wealth management.
- BOLTON GLOBAL ASSET MANAGEMENT offers a wide range of financial services to help clients achieve their goals, including investment management, retirement planning, estate planning, and tax planning.
- The firm has a team of experienced and knowledgeable advisors who work closely with clients to develop customized investment strategies tailored to their unique needs and risk tolerance.
- BOLTON GLOBAL ASSET MANAGEMENT prides itself on its commitment to transparency and providing unbiased advice to clients, ensuring that their best interests are always the top priority.
Facts and Insights
Founded in 2005, BOLTON GLOBAL ASSET MANAGEMENT has established itself as a trusted financial advisor, serving individuals, families, and institutions. The firm is registered with the Securities and Exchange Commission (SEC) and currently manages over $2 billion in assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 20 | 16 years |
Financial Services Offered
BOLTON GLOBAL ASSET MANAGEMENT provides a wide range of financial services to help clients manage their wealth and reach their financial goals. These include:
- Investment management: The firm offers personalized investment strategies based on each client’s unique financial goals, risk tolerance, and investment timeline.
- Retirement planning: BOLTON GLOBAL ASSET MANAGEMENT helps clients plan for and manage their retirement savings, ensuring a secure and comfortable future.
- Estate planning: The firm assists clients in efficiently transferring wealth, minimizing estate taxes, and creating a legacy for future generations.
- Tax planning: BOLTON GLOBAL ASSET MANAGEMENT offers tax planning strategies to help clients minimize their tax liability and keep more of their hard-earned money.
Client Types
BOLTON GLOBAL ASSET MANAGEMENT serves a diverse range of clients, including individuals, families, and institutions. Their services are tailored to the unique needs and goals of each client, with a focus on building long-lasting relationships based on trust and transparency.
Fees & Compensation
BOLTON GLOBAL ASSET MANAGEMENT charges a percentage of assets under management as the fee for their services. This fee structure ensures that the firm’s interests are aligned with those of its clients, as they only make money when their clients’ investments perform well.
Background
The team at BOLTON GLOBAL ASSET MANAGEMENT brings a wealth of knowledge and experience to the table. Founded by Stanley Bolton, the firm has a team of highly experienced advisors with backgrounds in finance, economics, and accounting. They are committed to ongoing education and staying up-to-date with the latest market trends and investment strategies to best serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BOLTON GLOBAL ASSET MANAGEMENT is required to disclose any potential conflicts of interest to their clients. These may include receiving compensation from third-party providers, potential conflicts of interest with recommended investments, or any legal or disciplinary actions taken against the firm or its advisors.