Ellen Purinton
Ellen Purinton is a registered investment advisor at Wellington Shields & CO., LLC, based in Shelburne Falls, MA, with 8 years of industry experience. Ellen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 586 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.20% up to 1.50% for equity and balanced portfolios, and 0.20% up to 0.75% for fixed income portfolios. All fees are negotiable.
Fee Estimator
Location
29 Bridge Street, Shelburne Falls, MA, 01370
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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
Ellen is a co-owner of Chickley Alp Farm, a tree farm, since 1984. She spends about 10-20% of her time on general maintenance.
Employment History
Current Registrations
Wellington Shields & CO., LLC
Wellington Shields & CO., LLCBroker
State Registrations30 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.
Exams
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