Jeffrey Fabrizio
Jeffrey Fabrizio is a registered investment advisor at Wainwright Investment Counsel LLC, based in Boston, MA, with 24 years of industry experience. Jeffrey 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 207 clients with $5.5B 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
The annualized asset-based fee schedule for Discretionary Management Services clients generally ranges from 0.5% to 1.5% of account assets. Fees are subject to negotiation.
Fee Estimator
Location
One Boston Place, 29th Floor, Boston, MA, 02108
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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 →Other Business Activities
Jeffrey is the Director of Research at Wainwright Investment Counsel, LLC, and registered with WFS, LLC. He also engages in property and real estate activities, plays in a musical band, and volunteers on a town building committee.
Employment History
Current Registrations
Wainwright Investment Counsel LLC
Wfs, LLCBroker
Previous Registrations
H.C. Wainwright & CO., INC.Broker
State Registrations1 state
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