Loring, Wolcott & Coolidge Fiduciary Advisors Review


Trust Score 81%
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Loring, Wolcott & Coolidge Fiduciary Advisors, federally registered 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 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 a blended rate between 0.90% and 0.30% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 24 years

Considerations


  • Firm works with a lesser-known custodian
  • There is only one licensed advisor for every 256 clients (industry average 1:50)
  • Communications sent to the firm’s website are not secure and encrypted

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on a $100,000 portfolio
Annual Management Fee Notes 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 billion
Advisor / Client Ratio 1:256
Headquarters Boston, MA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 0.90%
$2,000,001 to $4,000,000 0.60%
$4,000,001+ 0.30%


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