Carol Khouri is a CFP-designated registered investment advisor at Wingate Wealth Advisors, INC., based in Lexington, MA, with 24 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 649 clients with $1.4B 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 | 1.25% |
Annual fees generally range up to 1.25% based on various objective and subjective factors, including account complexity, asset size, and portfolio style. Fees are negotiable.
Fee Estimator
Location
450 Bedford Street, Lexington, MA, 02420
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wingate Wealth Advisors, INC.
Previous Registrations
Wingate Planning CORP
State Registrations2 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.
Exams
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