Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WAM's fees for referred client relationships range from 0.45% to 1.00% per year, based on agreements with the referring advisory firm. The firm has an initial minimum account size of $500,000 for new clients. Clients may also incur custodial and transaction fees. Fees are deducted quarterly, in advance, and are based on the end-of-quarter valuation of assets under management. Unearned fees are refunded if the advisory relationship is terminated before the end of a quarter.
Areas of Practice
Advisor Information
Office location
100 Market Street, Suite 203, Portsmouth, NH, 03801
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a Senior Vice President at Wellesley Asset Management, providing financial advisory services and working with clients on portfolio management and wealth management issues. This activity takes nearly full-time hours.