Bolton Global Asset Management
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Overview
Bolton Global Asset Management is located at 579 Main Street, Bolton, MA. The firm employs 115 financial advisors to manage client portfolios and provide financial guidance. Bolton Global Asset Management is a registered broker-dealer.
Bolton Global Asset Management oversees $5.9 billion in assets under management across 6,217 accounts, of which 3,807 are discretionary and 2,410 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, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The firm caters to retail investors, high net worth investors, banking institutions, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Bolton Global Asset Management includes asset-based, hourly, fixed, commission-based, and performance-based fees. The firm has 1,440 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, an accountant or accounting firm, and an insurance company or agency.
Bolton Global Asset Management is registered in the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bolton Global Asset Management by the Numbers
$5.9 billion
153
6,217
$941.6 thousand
Products and Services
Bolton Global Asset Management offers a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. In the last fiscal year, Bolton Global Asset Management provided 45621 of its clients with financial planning services. The Company is not involved in selling products or offering services other than investment advisory services to its investment advisory accounts.
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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Offered by 20% of firms
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 advice typically are based on the financial services provided. Fees charged by Bolton Global Asset Management most likely include some blend of the following fee structures: asset-based, hourly, fixed, commission-based, or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Bolton Global Asset Management.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 1% of firms
Commissions
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company does business with a number of different clients. The company works with retail investors, high net worth investors, banking institutions, pension plans, charitable organizations, and corporations. Out of its 6 clients, Bolton Global Asset Management's biggest client group by number of accounts is corporations, although it also serves 1440 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone 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* - 23.16%
- Other Individuals - 54.29%
- Corporations - 22.1%
- Charitable Organizations - 0.45%
* 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
Bolton Global Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bolton Global Asset Management
Bolton, MA
Miami, FL
Bolton, MA
Bolton, MA
Bolton, MA
Bolton, MA
Bolton, MA
Bolton, MA
Bolton, MA
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