John Wilkins is a CFA, CIC-designated registered investment advisor at Wilkins Investment Counsel, INC, based in Boston, MA, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 205 clients with $1.1B 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 $20.0M | 0.75% |
| $20M+ | 0.50% |
Fee Estimator
Location
160 Federal Street 17th Floor, Boston, MA, 02110
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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
Wilkins Investment Counsel, INC
State Registrations1 state
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