Wilson Saville
Wilson Saville is a registered investment advisor at Barrett & Company, based in Providence, RI, with 40 years of industry experience. Wilson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 601 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.75% |
All fees are negotiable.
Fee Estimator
Location
42 Weybosset St, Providence, RI, 02903
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2021Customer Dispute
April 2021Customer Dispute
April 2014Regulatory
April 1998Other Business Activities
Wilson is a director at Isomet Corp, a maker of acousto-optic devices, since 2010, dedicating minimal time to this activity. He is also a partner in Wilcox Partners, LLC, a building ownership business.
Employment History
Current Registrations
Barrett & Company
Barrett & CompanyBroker
Previous Registrations
Barrett & CompanyBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.