Stephen Doucette is a CFP-designated registered investment advisor at Proctor Financial, based in Wellesley, MA, with 25 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 212 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.88% |
| $2.5M - $7.5M | 0.76% |
| $7.5M - $10.0M | 0.64% |
| $10M+ | 0.50% |
Minimum annual fee applies: $12,500 for clients meeting with a principal, $3,750 for clients meeting with a non-owner advisor. Fees are not negotiable.
Fee Estimator
Location
66 Central St, Wellesley, MA, 02482
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Regulatory 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 →Employment History
Current Registrations
Proctor Financial
Previous Registrations
Lexington/bridgewater Wealth Management, LLC
Lexington Advisors
Wingate Planning CORP
Wingate Financial CORP
State Registrations1 state
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