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Our fees are quoted in hard dollars, on either a retainer, a flat fee or hourly basis. Our fees are generally calculated based on the complexity of the planning needs and the anticipated time it will take to develop and manage your retirement income program.

As a pure-play consulting firm, we work on a fee-only basis. We are not Stock Brokers, Insurance Agents or Registered Representative who benefit from selling you an investment or financial products. We do not accrue any benefit from brokerage's commissions, finder's fees, or the splitting of money management fees. 

To ensure that the interests of both the client and the advisor remains aligned, we feel the advisor's compensation should not dependent upon commissions or transactions. The objective is to avoid conflicts of interest. 

We will disclose all compensation and will not benefit from any additional compensation, which is not explicitly stated. All fees will be communicated in writing before a relationship will begin.

Our firm is designed to serve the need of a very special client.

Our ideal client is a couple or individual between the ages of 65-74 who are nearing retirement or recently retired.

They work for a major institution or corporation and are highly respected professionals.

They are nontraditional (no children or grown children occupying a lot of their personal time), and desire to live life to the fullest.

They are very active in the charitable arena and a lot of their social life revolves around these activities in some fashion.

More importantly, these clients engage in a trusting relationship with us, routinely follow our advice, and often provide quality referrals.


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 Percy E. Bolton Associates, Inc.,  1122 East Green Street, Pasadena, CA 91106,  866-610-5559, pebmailbox@percybolton.com



This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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