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Modelos de Asesoramiento

Safebay Capital Partners desarrolla dos modelos de asesoramiento independiente en base a las necesidades del cliente:

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  • Modelo de asesoramiento integral: El cliente puede tener sus activos custodiados en la/las instituciones financieras que desee el cliente y se establece un honorario fijo con el cliente en función de los activos bajo gestión. En algunos casos, pueden existir costos transaccionales para cubrir diversos gastos de gestión.

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  • Modelo transaccional: Modelo transaccional: En este caso el cliente abre una cuenta con una institución específica y el asesor cobra por cada operación de compra o venta realizada para el cliente.

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En ambos casos los costos son presentados en forma transparente al cliente.

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Safebay Capital Partners, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

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Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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Safebay Capital Partners © 2023. All Rights Reserved.

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