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.
| 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.