Assets Under Management
$2.1B
Number of Clients
1,478
Number of Advisors
16
Average Client AUM
$1.4M
AUM per Advisor
$129.0M
Compensation
Fee-Only (AUM)
Wellesley Asset Management (WAM) provides discretionary investment management services, specializing in convertible bonds. Clients include individuals, institutions, pension plans, and other entities. WAM also advises mutual funds and a private fund. Fees are based on a percentage of funds under management, with a minimum account size of $500,000.
100 Market Street, Suite 203, Portsmouth, NH, 03801