Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Assets Under Management
$12.9B
Number of Clients
3,385
Number of Advisors
12
Avg. Portfolio per Client
$3.8M
Avg. Managed per Advisor
$1.1B
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Loring, Wolcott & Coolidge Fiduciary Advisors provides investment management and advisory services to individuals, trusts, foundations, and endowments. They focus on long-term investing with a bias toward publicly traded equities, but tailor portfolios to individual needs. They use investment advisor research consultants to assist in stock selection and fixed income selection. They manage most client accounts on a discretionary basis and offer customized services to socially responsible investors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.30% |
In addition to the AUM fee, an income fee of 5% is charged on all interest and dividends collected. Certain security types are excluded when calculating the principal fee. Fees may be modified based on special circumstances.
Fee Estimator
Areas of Practice
Location
230 Congress Street, Boston, MA, 02110-2437