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Bolton Securities Corporation

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Total assets under management

$7,004,872,405

More info

Total clients

5,251

30% high-net worth

Total advisors

116

of 154 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

45

Average account size

$1,334,007

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning fees may be charged as a flat fee, amount negotiated with client; no specific limits stated.

Percentage

Up to 2.5%, negotiable between client and IAR

Commissions

Commissions may be charged on certain securities transactions, and ticket/transaction fees may be passed on to clients; also, some IARs receive 12b-1 fees and revenue sharing payments through affiliated broker-dealer BGC.

Project-based

Financial planning fees may be billed hourly up to $500 per hour.

Performance-based

Performance-based fees may be charged to qualified clients as defined by the Investment Advisers Act of 1940; details disclosed in client agreements.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Bolton Securities Corporation

579 Main Street

Bolton MA 01740, United States

Number of offices

74

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 978.779.5361

Advisors at this firm

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Carlos V

Series 63, Series 65

Key Biscayne, FL

Bolton Securities Corporation
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Rafael S

Series 66

Weston, FL

Bolton Securities Corporation
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Rafael A

Series 63, Series 65

Bolton, MA

Bolton Securities Corporation
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Jorge P

Series 66

Miami, FL

Bolton Securities Corporation
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Andrei S

Series 63, Series 66

Weston, FL

Bolton Securities Corporation
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Cristina A

Series 63, Series 65

Bolton, MA

Bolton Securities Corporation
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Eli B

CFA®, Series 63, Series 65

Bolton, MA

Bolton Securities Corporation
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Jason A

CFP®, Series 63, Series 66

Lakewood Ranch, FL

Bolton Securities Corporation
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Harry T

Series 66

Windham, NH

Bolton Securities Corporation
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Samuel N

Series 63, Series 65

Bolton, MA

Bolton Securities Corporation
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Diogo C

Series 66

Bolton, MA

Bolton Securities Corporation
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John C

Series 66

Bolton, MA

Bolton Securities Corporation
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William K

CFA®

Remote

Bolton Securities Corporation
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Miguel B

Series 63, Series 65

Bolton, MA

Bolton Securities Corporation
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Luisana T

Series 65

Miami, FL

Bolton Securities Corporation
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