Wingate Wealth Advisors, INC.
Assets Under Management
$1.3B
Number of Clients
620
Number of Advisors
15
Average Client AUM
$2.1M
AUM per Advisor
$88.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wingate Wealth Advisors, Inc. offers investment management and financial planning services. They create personalized Investment Policy Statements and manage portfolios based on client goals, risk tolerance, and liquidity needs. Financial planning includes a comprehensive evaluation of a client's financial situation, covering personal, financial statement, cash flow, tax planning, estate & disability funding, insurance, retirement planning, education funding, and investments.
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
Location
450 Bedford Street, Lexington, MA, 02420-1547