Wingate Wealth Advisors, INC.
Assets Under Management
$1.3B
Number of Clients
620
Number of Advisors
15
Avg. Portfolio per Client
$2.1M
Avg. Managed per Advisor
$88.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Wingate Wealth Advisors offers investment management and financial planning. For investment management, they create a personalized Investment Policy Statement and manage a portfolio based on it. They primarily manage accounts on a discretionary basis, using mutual funds, ETFs, and other securities. Financial planning includes a comprehensive evaluation of a client's financial situation, covering areas like personal goals, cash flow, tax planning, estate planning, retirement planning, and education funding.
Fee Structure
Wingate Wealth Advisors' annual investment management fees are based on a percentage of the value of your portfolio. The fee schedule can range up to 1.25% per year. The exact fee depends on factors like the complexity of your situation, the amount you invest, and the type of portfolio. Fees are billed quarterly. Wingate Wealth Advisors typically requires a $2 million minimum investment for new clients, but exceptions can be made.
Areas of Practice
Location
450 Bedford Street, Lexington, MA, 02420-1547