Cesar Colis Vidal

15 Years of Experience

1 DisclosureBroker

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning

Bolton Global Asset Management

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

144 advisors

Number of Clients

6,977 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$7.0B

Fee Structure

Location

579 Main Street, Bolton, MA, 01740

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History

Regulatory History (1)

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Employment Separation After Allegations

May 2012

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Other Business Activities

Cesar is an Investment Advisor Representative of Bolton Securities Corporation and provides asset management services. He also owns and operates New York Investment Solutions, LLC, spending about a quarter of his time during trading hours and minimal time outside of trading hours on this activity. Additionally, Cesar owns and manages three residential rental properties, dedicating minimal time to this activity.