Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wingate Wealth Advisors is a fee-only advisor. Investment management fees are based on a percentage of assets under management, with schedules ranging up to 1.25%. They typically have a $2 million minimum investment amount for new clients, but exceptions can be made. Financial planning fees range from $3,500 to $10,000, depending on the specific arrangement.
Areas of Practice
Advisor Information
Office location
450 Bedford Street, Lexington, MA, 02420
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Peter works as a financial planner for Wingate Planning Corp, dedicating about a quarter of his time. He also works as an investment advisor representative for Wingate Financial Corp, taking about half of his time.