Assets Under Management
$138.5M
Number of Clients
10
Number of Advisors
7
Average Client AUM
$13.9M
AUM per Advisor
$19.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Bolton Partners Investment Consulting Group, Inc. offers investment consulting to institutional benefit plans, including formulating investment goals, reviewing policies, developing asset allocation strategies, and monitoring performance. They act as fiduciaries and do not receive revenue sharing or third-party compensation. Services are tailored to each client's needs.
1 W. Pennsylvania Ave., Suite 600, Towson, MD, 21204