Wingate Wealth Advisors manages investment portfolios and provides personalized financial planning services for individuals, high net worth individuals, charitable organizations, and retirement plan participants. Wingate Wealth Advisors tailors portfolios to each client's specific goals, time horizons, risk tolerance, and liquidity needs, primarily managing accounts on a discretionary basis while also accommodating non-discretionary accounts. The investment approach involves strategic reviews of global markets, establishing customized asset allocations across model portfolios, and selecting active and passive funds such as mutual funds, exchange-traded funds, corporate and municipal securities, and government bonds. In addition to investment management, Wingate Wealth Advisors offers comprehensive financial planning covering personal goals, financial statements, cash flow, tax strategies, estate and disability funding, insurance reviews, retirement projections, education funding, and investment evaluations. Wingate Wealth Advisors typically requires a $2 million minimum investment for new clients, though exceptions can be made at the advisor's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees generally range up to 1.25% based on various objective and subjective factors, including account complexity, asset size, and portfolio style. Fees are negotiable.