Loring, Wolcott & Coolidge Fiduciary Advisors

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Loring, Wolcott & Coolidge Fiduciary Advisors was created in 1994. As a multi-family office, they are committed to helping families achieve their financial goals. They earn their clients’ trust by providing solutions that meet their needs and reflect their values. They believe their exceptional depth and breadth of expertise enables them to provide comprehensive, integrated strategies and solutions to meet their clients’ diverse financial needs. Additionally, their firm was an early proponent of socially responsible investing and they continue to keep their Sustainability Group at the forefront of this investment approach.

Managed Investing

Trust Score

Annual Management Fee Percent
$0.00 to $2,000,000 0.90%
$2,000,001.00 to $4,000,000 0.60%
$4,000,001.00+ 0.30%
Estimated Fees (Annual) $900 on a $100,000 portfolio
Feature Value
Annual Management Fee Details None
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $4,102,170
Broker-Dealer No
Criminal Actions No
Offers Financial Planning Yes
Offers Portfolio Management Yes
Total AUM $6.15 Billion

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