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BUSINESS MODELS

Safebay Capital Partners develops two models of independent advice based on the needs of the client:

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  • Comprehensive advisory model: The client can have their assets held in the financial institutions desired by the client and a fixed fee is established with the client based on the assets under management. In some cases a transaction charge may apply to cover miscellaneous fees.

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  • Transactional model: In this case the client opens an account with a specific institution and the advisor charges for each purchase or sale transaction made for the client.

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In both cases, the costs are presented transparently to the client.

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. ā€‹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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