Wingate Grim is a CFA, CFP-designated registered investment advisor at Four Points Advisors, LLC, based in New York, NY, with 2 years of industry experience. Wingate operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 81 clients with $37M 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 $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees are capped at these percentages and are negotiable. If client assets are placed with an Independent Manager available through the Adhesion platform, a separate, additional fee of up to 0.08% annually will be charged to the client. Fees for assets managed by an Independent Manager will vary based on the Independent Manager’s fee schedule and will generally range from 0.20 - 0.50% annually. The Adhesion fee and Independent Manager fee is not charged in addition to Four Points’ advisory fee; rather, it is deducted from the total fee agreed upon with Four Points.
Fee Estimator
Location
99 Park Avenue, Floor 8, New York, NY, 10016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wingate works as an analyst for JD Group Holdings, LLC, a family office, focusing on research and portfolio management. This takes about half of Wingate's time and is performed entirely during trading hours.
Employment History
Current Registrations
Four Points Advisors, LLC
State Registrations1 state
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