Advisor at Bolthouse Investment Management Services
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Firm
Bolthouse Investment Management Services
Location
Bakersfield, CA 93311
Credentials
CFA®
Industry experience
6 years
Jose Escalada is a CFA® charterholder with six years of experience in the financial industry. He has been with Bolthouse Investment Management Services since 2014. Bolthouse Investment Management Services offers discretionary investment management, financial consulting, and bill-pay services to a diverse client base including individuals, trusts, retirement plans, and institutional clients. The firm manages proprietary private pooled partnerships and constructs diversified portfolios tailored to client objectives, emphasizing long-term holdings and periodic rebalancing.
Based on Bolthouse Investment Management Services
Based on Bolthouse Investment Management Services
$0 - $5,000,000: 0.50% per annum $5,000,001 - $20,000,000: 0.40% per annum $20,000,001+: 0.35% per annum
Consulting services at hourly rates negotiated at the time of engagement; rates vary depending on client circumstances.
Account minimum: $500,000 Fee-only: Investment management fees charged as a percentage of assets under management according to tiered schedule; consulting services offered at negotiated hourly rates.
11601 Bolthouse Drive, Suite 210
Bakersfield, CA 93311
California
Bolthouse Investments
2014 - Present (12 years)
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