Percy E. Bolton Associates, Inc.

Overview

Percy E. Bolton Associates, Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm serves individual and family clients (and small-business owners) with financial planning and portfolio management services. Its billing model relies on hourly and fixed-fee arrangements rather than asset-based or performance fees. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not serve as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives