Wayne Wetzel is a registered investment advisor at Excalibur Management CORP, based in Waltham, MA, with 31 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 312 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA, 02451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wayne is a member of the board for the Pine Grove Condominium Association since 2022, serving on the advisory board. He dedicates minimal time to this activity.
Employment History
Current Registrations
Excalibur Management CORP
State Registrations2 states
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