Kristina Furnari

Wellington Shields Capital Management charges an annual investment management fee based on a percentage of the assets they manage. The exact fee schedule may vary depending on the specific portfolio manager handling the account.

For equity and balanced portfolios, the fee ranges from 0.20% up to 1.50% per year. For fixed income portfolios, the fee ranges from 0.20% up to 0.75% per year. Fees are paid quarterly in arrears, either withdrawn directly from the client's account or billed directly to the client.