Carol Khouri is a CFP-designated registered investment advisor at Wingate Wealth Advisors, INC., based in Lexington, MA, with 23 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 620 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wingate Wealth Advisors' annual fees for investment management are based on a percentage of the value of your portfolio. The fee schedule can range up to 1.25%, depending on factors like the complexity of your situation, the amount you invest, and the type of portfolio. Fees are billed quarterly. There is a $2 million minimum investment amount for new clients, but exceptions can be made.
Location
450 Bedford Street, Lexington, MA, 02420
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wingate Wealth Advisors, INC.
Previous Registrations
Wingate Planning CORP
State Registrations2 states
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