Wendy Holding
Wendy Holding is a CFA-designated registered investment advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, based in Boston, MA, with 17 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,385 clients with $13B 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 $3.0M | 0.90% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.30% |
In addition to the AUM fee, an income fee of 5% is charged on all interest and dividends collected. Certain security types are excluded when calculating the principal fee. Fees may be modified based on special circumstances.
Fee Estimator
Location
230 Congress Street, Boston, MA, 02110-2437
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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
Wendy and the other partners at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP primarily manage fiduciary (trust) accounts and often serve as trustees. They also serve as directors of Loring Wolcott & Coolidge Office, Inc. and as managers of Loring, Wolcott & Coolidge Trust, LLC, a trust company providing custody and administration services.
Employment History
Current Registrations
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
State Registrations2 states
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