Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WSC offers a wrap-fee program where clients pay a single annual fee based on their portfolio's value, covering advisory, custody, and brokerage services. The fee is subject to negotiation but is based on an annualized rate of up to 1.5%. Fees vary based on client type, pre-existing relationships, assets under management, and service requirements. Clients may incur additional expenses for mutual funds, ETFs, and ETNs. The fee does not include exchange fees, SEC fees, transfer taxes, or certain brokerage-related fees.
Areas of Practice
Advisor Information
Office location
29 Bridge Street, Shelburne Falls, MA, 01370
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.
Learn about disclosures →Other Business Activities
Ellen is a co-owner of Chickley Alp Farm, a tree farm, since 1984. She spends about 10-20% of her time on general maintenance.