How does the advisor help clients – Key Takeaways:
Percy E. Bolton Associates, Inc. provides financial expertise to clients through a variety of services and strategies. Their top priority is to help clients achieve their financial goals while providing personalized and tailored services.
Here are some key takeaways on how Percy E. Bolton Associates, Inc. helps their clients:
- Offers a range of financial services
- Works with different types of clients
- Transparent about fees and compensation
- Experienced and knowledgeable team
- Clear and thorough disclosure of any potential conflicts of interest
Facts and Insights
Percy E. Bolton Associates, Inc. is a financial advisory firm that was founded by Percy E. Bolton in 1963. With over 50 years in the financial industry, the firm has gained extensive experience and knowledge in helping clients reach their financial goals.
The firm is dedicated to providing personalized services that are tailored to each individual client’s needs and goals. They believe in building strong and long-lasting relationships with their clients to better understand their unique financial situations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | Over 50 years |
Financial Services Offered
Percy E. Bolton Associates, Inc. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance planning
- Education planning
Client Types
The firm works with a diverse range of clients, including individuals, families, and businesses. No matter the client’s background or financial situation, Percy E. Bolton Associates, Inc. is dedicated to providing top-quality services and expertise to help them achieve their financial goals.
Fees & Compensation
At Percy E. Bolton Associates, Inc., the firm operates on a fee-only basis, which means they do not receive any commissions from financial products or transactions. Instead, they charge a fee for their services, which is typically a percentage of the assets they manage for the client.
Their transparent and straightforward fee structure allows clients to fully understand and evaluate the costs associated with their services. This also ensures that their advisors are always acting in the best interest of their clients.
Background
Percy E. Bolton Associates, Inc. was founded by Percy E. Bolton in 1963, and today, the firm is still family-owned and operated. The team consists of experienced and knowledgeable financial advisors who are dedicated to providing top-quality services to their clients.
Through their years of experience and commitment to their clients, Percy E. Bolton Associates, Inc. has become a trusted and reputable name in the financial industry.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important for clients to be aware of any potential conflicts of interest that may arise. Percy E. Bolton Associates, Inc. has clear and thorough disclosures in place to ensure that clients are always aware of any potential conflicts and are comfortable with how their advisor is being compensated.
Additionally, the firm adheres to strict ethical standards and regulations to ensure that all clients are treated fairly and with integrity.