TrueAdvisor
TrueAdvisor
CK
CFP
CK
CFP

Carol M Khouri

Wingate Wealth Advisors, INC.
23 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Wingate Wealth Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
620 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee

Location

450 Bedford Street, Lexington, MA, 02420

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Wingate Wealth Advisors, INC.
May 2002 - Present · 23 yrs 9 mos
Previous Registrations
Wingate Planning CORP
May 2002 - March 2013 · 10 yrs 10 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.