Advisor at Bolton Securities Corporation
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Location
Glennallen, AK
Credentials
Series 63, Series 65
Industry experience
35 years
Clifford Dow II is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been associated with Bolton Global Asset Management since 2011 and Bolton Global Capital since 2005. Outside of his advisory role, he owns and manages residential rental properties in Maine. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base including individuals, high-net-worth investors, charitable organizations, and institutions. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income, with a generally long-term focus while allowing tactical adjustments.
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.
Glennallen, AK
Alaska · Maine
Bolton Global Asset Management
2011 - Present (15 years)
Bolton Global Capital
2005 - Present (21 years)
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Is not active or affiliated with:
Bank
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Trust company
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Fund sponsor
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Lawyer
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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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