Wellesley Hills Capital offers investment advice to individuals, high net worth individuals, trusts, and estates. Wellesley Hills Capital provides customized investment advisory solutions through personal contact and discretionary investment management, constructing portfolios of low-cost exchange-traded funds (ETFs), individual stocks, bonds or options contracts. Wellesley Hills Capital also offers investment management consulting services, assisting clients in developing an appropriate investment strategy.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable at the sole discretion of the Advisor. The investment advisory fee may also be offered as a fixed annual fee paid quarterly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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