Advisor at Bolton Securities Corporation
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Firm
Bolton Securities Corporation
Location
Bolton, MA 01740
Credentials
Series 63, Series 65
Industry experience
37 years
Michael Pansovoy is a financial advisor with Bolton Securities Corporation and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including over 20 years with Bolton Global Asset Management and Bolton Global Capital. Outside of his advisory work, he owns and operates PAN-A-SEA, LLC, which manages a charter boat. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and institutions. The firm employs an IAR-driven approach with a range of investment options and sponsors custodial wrap programs while serving banking and thrift clients.
Based on Bolton Securities Corporation
Based on Bolton Securities Corporation
Financial planning fees may be charged as a flat fee, amount negotiated with client.
Commissions may be charged on brokerage transactions; advisory clients generally pay asset-based fees but some advisors also receive commissions when acting as registered representatives.
Financial planning fees may be charged hourly up to $500 per hour.
Performance-based fees may be charged with qualified clients; specifics disclosed in advisory agreement.
579 Main Street
Bolton, MA 01740
Massachusetts · New Hampshire
Bolton Global Asset Management
2006 - Present (20 years)
Bolton Global Capital
2003 - Present (23 years)
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Accountant / CPA / tax prep
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Other specialized services
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