Assets Under Management
$1.3B
Number of Clients
620
Number of Advisors
15
Average Client AUM
$2.1M
AUM per Advisor
$88.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wingate Wealth Advisors, Inc. offers investment management and financial planning services. They create personalized Investment Policy Statements and manage portfolios based on client goals. Financial planning includes a comprehensive review of a client's financial situation, covering personal, financial statement, cash flow, tax, estate, insurance, retirement, education, and investment aspects.
450 Bedford Street, Lexington, MA, 02420-1547