Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$13B
Clients3,385
Advisors12
Avg. per Client$3.8M
Avg. per Advisor$1.1B

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M0.90%
$3.0M - $6.0M0.60%
$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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

12 Advisors at this firm