John Slupski is a CFP-designated registered investment advisor at Wingate Wealth Advisors, INC., based in Lexington, MA, with 25 years of industry experience. John 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 620 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wingate Wealth Advisors' annual fees for investment management are based on a percentage of the value of your portfolio. The fee schedule can range up to 1.25%, depending on factors like the complexity of your situation, the amount you invest, and the type of portfolio. Fees are billed quarterly. There is a $2 million minimum investment amount for new clients, but exceptions can be made.
Location
450 Bedford Street, Lexington, MA, 02420
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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
Wingate Wealth Advisors, INC.
Previous Registrations
East Coast Asset Management, LLC
Pegaesus Advisors, INC.
Wingate Financial CORP
Wingate Planning CORP
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.