Advisor at Bolton Securities Corporation
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Firm
Bolton Securities Corporation
Location
Miami, FL 33131
Credentials
Series 63, Series 65
Industry experience
38 years
Rafael Alvarez is an investment advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Alvarez is the owner and president of Miami Private Capital Partners, Inc., a separate entity established in 2018 for securities and investment advisory activities. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.
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.
1441 Brickell Avenue, Suite 1700
Miami, FL 33131
Florida
Bolton Global Asset Management
2015 - Present (11 years)
Bolton Global Capital
2015 - Present (11 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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