PERCY E. BOLTON ASSOCIATES, INC.

Overview

Percy E. Bolton Associates, Inc. is an independent registered investment adviser focused on fee-for-service relationships with individuals, families and small business owners. The firm emphasizes financial planning and portfolio management delivered under an hourly or fixed-fee model rather than billable AUM-based fees. Its advisory activity is concentrated on providing tailored planning and non-discretionary portfolio guidance, which aligns with the firm’s declared client base and fee structure. The firm is not positioned as an ESG manager, is not a multi-state adviser, and does not act as a pension consultant or related adviser. Investment activity centers on recommending privately placed fund investments rather than broad public market models, reflecting a preference for alternative vehicles as the primary allocation tool.

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Investments & Alternatives

Location & Offices