Assets Under Management
$2.0B
Number of Clients
542
Number of Advisors
12
Average Client AUM
$3.7M
AUM per Advisor
$166.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Washington Trust Advisors offers wealth management, financial planning, individual portfolio management, model portfolios, and third-party money manager selection. Tax planning and preparation are offered for legacy clients in Rhode Island. They manage assets on a discretionary and non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Minimum annual fee: $7,500. The Adviser reserves the right to impose a minimum of $1,500,000 of assets under management to open a portfolio management relationship. This minimum relationship size and annual fee may be negotiable under certain circumstances.
20 William St, Suite 135, Wellesley, MA, 02481