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Wainwright Investment Counsel LLC

Headquartered in BOSTON, MA

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Firm Information

Wainwright Investment Counsel LLC is an investment advisor registered with the SEC and located in BOSTON, MA. The firm provides portfolio management services to individuals, corporations, charitable organizations, state or municipal government entities, and pooled investment vehicles. They also offer pension consulting, educational seminars, and selection of other advisors. The firm manages approximately $4,946,557,000 in regulatory assets under management.

Wainwright Investment Counsel LLC

ONE BOSTON PLACE

BOSTON, MA 02108

$4.95B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bespoke advisory and consult, solicit fees

Bespoke advisory and consult, solicit fees

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Bespoke advisory and consulting services

Branch Locations (1)

WAINWRIGHT INVESTMENT COUNSEL LLC has a total of 1 branch locations across the country.

Advisors at Wainwright Investment Counsel LLC

View All 11 Advisors

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Disclosures

There are no public disclosures for Wainwright Investment Counsel LLC.

Frequently Asked Questions (7)

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