Areeb Khan is a CFA-designated registered investment advisor at Wilkins Investment Counsel, INC, based in Boston, MA. Areeb 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 212 clients with $1.1B 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 $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are non-negotiable and calculated quarterly in arrears. Individual accounts are subject to a minimum annual fee of $15,000.
Fee Estimator
Location
160 Federal St., 22nd Floor, Boston, MA, 02110
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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
Wilkins Investment Counsel, INC
State Registrations5 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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