AG
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Ahmet Gucum

12 Years of Experience
Boston, MA
Broker

Ahmet Gucum is a registered investment advisor at Wainwright Investment Counsel LLC, based in Boston, MA, with 12 years of industry experience. Ahmet 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
207 clients
Average Client Portfolio
$26.8M average
Assets Under Management
$5.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M0.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Boston Place, 41st Floor, Boston, MA, 02108

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ahmet is employed by Wainwright Investment Counsel, LLC as a Senior Research Analyst & Vice President. He is also registered with WFS, LLC, a subsidiary of Wainwright, which facilitates private placement transactions.

Employment History
Current Registrations
Wainwright Investment Counsel LLC
December 2022 - Present · 3 yrs 5 mos
Wfs, LLCBroker
January 2014 - Present · 12 yrs 4 mos
State Registrations1 state
MA
Advisor

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.

Exams
No exam information available for this advisor.
Ahmet Gucum - Financial Advisor | TrueAdvisor