Boltwood Capital Management
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Overview
Boltwood Capital Management is located at 2099 Mt. Diablo Blvd, Walnut Creek, CA. The firm employs 2 financial advisors to manage client portfolios and provide financial guidance. Boltwood Capital Management is not a registered broker-dealer.
Boltwood Capital Management oversees $380.9 million in assets under management across 421 accounts, of which 415 are discretionary and 6 are non-discretionary. Over the past year, the firm has provided financial planning services to between 11 and 25 clients. The services offered include financial planning services and portfolio management for individuals and small businesses. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Boltwood Capital Management includes asset-based and fixed fees. The firm has 93 high net worth clients.
Boltwood Capital Management is registered in the states of California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Boltwood Capital Management by the Numbers
$380.9 million
2
421
$904.7 thousand
Products and Services
Financial services offered by Boltwood Capital Management include financial planning services and portfolio management for individuals and small businesses. In the last financial year, Boltwood Capital Management provided financial planning services to 45621 of its customers. The Firm does not sell products or offer services apart from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely are based on which service is offered. Fees charged by Boltwood Capital Management may include some combination of the following fee types: asset-based or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors and high net worth investors. Out of its 2 clients, Boltwood Capital Management's biggest client type by number of accounts is high net worth investors, but it also serves 93 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 43.46%
- Other Individuals - 56.54%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Boltwood Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Boltwood Capital Management
Walnut Creek, CA
Walnut Creek, CA
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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