Wingate Wealth Advisors provides ongoing investment advice and manages client funds based on individual needs. They create investment policy statements and manage portfolios accordingly. They also offer financial planning services, including a comprehensive review of a client's financial situation, covering areas like personal finances, taxes, estate planning, retirement, education funding, and investments. They gather information through interviews and review client documents.
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.