Wheelock Bingham
Wheelock Bingham is a registered investment advisor at Bingham Private Wealth, LLC, based in San Francisco, CA, with 18 years of industry experience. Wheelock operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 117 clients with $230M 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 $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $7.0M | 0.50% |
| $7M+ | 0.35% |
Fees may be negotiable. Total blended fee with independent managers will not exceed 2.00% annually.
Fee Estimator
Location
3 Embarcadero Center, Suite 1680, San Francisco, CA, 94111
Get directionsHistory
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 ActivitiesSells Insurance
Wheelock is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. This activity, which is not investment-related, takes minimal time.
Employment History
Current Registrations
Bingham Private Wealth, LLC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Sterne, Agee & Leach, INC.Broker
Sterne Agee Asset Management, INC.
The Savant Group
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.