Loring, Wolcott & Coolidge Fiduciary Advisors Review


Loring, Wolcott & Coolidge Fiduciary Advisors, founded in 1994, is a Registered Investment Advisor (RIA) in 26 state(s) with a licensed staff of 11 advisors. Loring, Wolcott & Coolidge Fiduciary Advisors manages $7.23 billion and provides investment advisory services for 2,813 clients (1:256 advisor/client ratio).

Loring, Wolcott & Coolidge Fiduciary Advisors requires a $1,000,000 minimum investment and charges between 0.90% and 0.30% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm has $1B or more in assets under management
  • Been in business 23 years
  • No disciplinary history
  • Firm services over 1,000 clients
  • Uses a trusted custodian

Considerations


  • Communications sent to the firm’s website are not secure and encrypted
  • Firm has a low advisor to client ratio
  • Firm privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors
  • Firm may recommend proprietary investments and products that generate larger commissions than other similar non-proprietary products
  • Firm participates in soft-dollar arrangements and may be incentivized to push trades through broker-dealers that provide benefits to the firm instead of through broker-dealers that could provide the best execution for their clients

Managed Investing


Expand fee details
Trust Score
81
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Annual Management Fee Percent
$0 to $2,000,000 0.90%
$2,000,001 to $4,000,000 0.60%
$4,000,001+ 0.30%
Feature Value
Estimated Fees (Annual) $9,000 on a $1,000,000 portfolio
Annual Management Fee Details None
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $2,569,617
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $7.23 billion
Advisor / Client Ratio 1:256


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