Advisor at Percy E. Bolton Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Percy E. Bolton Associates, Inc.
Location
Pasadena, CA 91106-2500
Credentials
CFP®, Series 63
Industry experience
18 years
Percy Bolton is the principal of Percy E. Bolton Associates, Inc. in Pasadena, CA, holding CFP® and Series 63 credentials with 17 years of industry experience. He has led his independent firm since 1986. The firm is a fee-only registered investment adviser providing holistic financial planning and investment consulting to individuals, families, and non-profit sponsors of tax-exempt funds. It employs a structured seven-step planning process and uses SEI portfolio models to develop tailored investment proposals, operating on a non-discretionary basis that requires client approval for transactions.
Based on Percy E. Bolton Associates, Inc.
Based on Percy E. Bolton Associates, Inc.
Estate Planning Services charged at $550 per hour
Financial Planning Service charged as a monthly retainer (typically $375 to $3,000); Investment Consulting Service charged as an annual retainer (typically $3,000 to $10,000)
Fee-only: Financial Planning Service: monthly retainer typically ranges from $375 to $3,000; Investment Consulting Service: annual retainer typically ranges from $3,000 to $10,000; Estate Planning Service: hourly rate of $550, typically 2 to 4 hours
1122 East Green Street
Pasadena, CA 91106-2500
California · Texas
Percy E. Bolton Associates, Inc.
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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