Wendy Pyne
Wendy Pyne is a ChFC-designated registered investment advisor at Protegro, INC., based in Ashland, MA, with 7 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 33 clients with $4.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Protegro charges 1% of your portfolio annually. This fee covers Protegro's services and the fees of the sub-advisors who manage your investments. The total combined fee ranges from 1.35% to 2.00% depending on the sub-advisor used and the size of your account. Fees are billed monthly.
Location
Ashland, MA
Get directionsHistory
Regulatory History (2)
Investigation
February 2020Regulatory
January 2020Other Business Activities
Wendy is a member of the Ashland Business Association since 2017, dedicating minimal time. She is also the managing director for Polka Dot Powerhouse since September 2023, spending about a quarter of her time on this role.
Employment History
Current Registrations
Protegro, INC.
Previous Registrations
Financial & Tax Architects, LLC
Gradient Advisors, LLC
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations1 state
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.