Boltwood Capital Management
Walnut Creek, California
Boltwood Capital Management, located in Walnut Creek, CA, is a small investment advisory firm that prides itself on providing exceptional financial services to its clients. With a team of two highly experienced investment advisors, Boltwood Capital Management offers a wide range of investment advisory services. The firm boasts an impressive average of approximately $21,380,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, fixed fees, and commission...
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Assets Under Mgmt

$312.98M

Investment Professionals

2

Locations

0

% 401K & Individual

92%

% Discretionary

91%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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