Wingate Capital Advisors provides investment advice and manages portfolios for individuals. They work with clients to understand their financial goals, risk tolerance, and investment objectives. Wingate then creates a tailored investment strategy and monitors the portfolio's performance, rebalancing as needed. They offer non-discretionary portfolio management services, meaning they need your approval before making any trades.
Assets Under Management$2.4M
Clients34
Advisors2
Avg. per Client$70K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$75K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.60% |
| $500K - $801K | 1.40% |
| $801K - $2.0M | 0.95% |
| $2M+ | 0.75% |
Minimum fee of $1,500 may be waived. Family accounts may be combined to reach breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...