Colby Wolfe is a registered investment advisor at Whitegate Investment Counselors, INC., based in Concord, NH, with 1 years of industry experience. Colby 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 147 clients with $550M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
WICI retains the discretion to negotiate alternative fees on a client-by-client basis. Discounts, not generally available to our advisory clients, may be offered to family members and friends of associated persons of our firm.
Fee Estimator
Location
143 North Main Street, Suite 203, Concord, NH, 03301
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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 →Employment History
Current Registrations
Whitegate Investment Counselors, INC.
State Registrations1 state
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