Percy E. Bolton Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,812,485
Clients
58
Advisors
1
of 1 employees
About
Percy E. Bolton Associates, Inc. is a fee-only registered investment adviser that provides comprehensive financial planning, investment consulting, and estate-planning support to individuals, families and nonprofit sponsors. The firm manages roughly $36 million across about 58 client relationships and also advises sponsors of tax-exempt funds such as pensions, endowments and foundations.
The firm follows a structured seven-step planning process and develops written investment policy statements; it uses SEI portfolio models to recommend strategies and conducts at least annual reviews. It operates predominately on a non-discretionary basis—requiring client approval for transactions—and typically charges retainer or consulting fees rather than percentage-of-assets fees, while not accepting commissions or performance-based fees.
As a long-established solo practice with a CFP-designated principal, the firm emphasizes ongoing, tailored planning and coordination with outside specialists (including third-party estate-scrivener services and attorneys) and recommends SEI Private Trust Company for custody. Its combination of serving nonprofit fund sponsors, maintaining mostly non-discretionary client authority, and avoiding asset-based billing is less common among independent advisers.
Client services
Expertise
Fee options
Estate Planning Services charged at $550 per hour
Financial Planning Service charged as a monthly retainer (typically $375 to $3,000); Investment Consulting Service charged as an annual retainer (typically $3,000 to $10,000)
Fee-only: Financial Planning Service: monthly retainer typically ranges from $375 to $3,000; Investment Consulting Service: annual retainer typically ranges from $3,000 to $10,000; Estate Planning Service: hourly rate of $550, typically 2 to 4 hours
Main office
1122 East Green Street
Pasadena CA 91106-2500
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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