Wexler Enterprises
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WEXLER ENTERPRISES serves a broad mix of clients — individuals and high‑net‑worth families, trusts and estates, corporations and other businesses, and retirement plans — offering investment management, financial planning, wealth management and consulting alongside insurance producer services. The firm provides both individual portfolio management and services directed to pension and other institutional/plan clients, and it also conducts educational seminars, workshops and training for corporate and community audiences.
Its investment process is built around a documented Investment Policy Statement and asset‑allocation driven portfolio construction that can include traditional equities and fixed income as well as selected alternative exposures (e.g., REITs, derivatives, private equity for accredited investors, and insurance‑based products with separate accounts). WEXLER ENTERPRISES offers discretionary and non‑discretionary management, model portfolios, periodic reporting and ERISA‑oriented advisory services, and it describes how it monitors accounts and rebalances in response to client objectives and plan governance needs.
What sets the firm apart from many small independent advisers is the combination of licensed insurance‑producer activity with explicit retirement‑plan services: it discloses offering indexed and variable life/annuity products and separately provides ERISA retirement‑plan consulting and a Section 3(38) fiduciary investment manager program for sponsors. The brochure also emphasizes formal educational offerings (paid corporate training and public seminars) and discloses commission‑based insurance compensation and related conflict‑management practices, all of which are less common among peer firms of this type.
Client services
Expertise
Occupation focus
Fee options
One-time flat fees for planning and consulting ranging from $300 to $3,000
$0 - $125,000: $800/year or $200 per quarter minimum fee $125,000 - $2,000,000: 0.65% annually (0.1625% quarterly) $2,000,000 - $5,000,000: 0.45% annually (0.1125% quarterly) $5,000,000 - $10,000,000: 0.40% annually (0.10% quarterly) $10,000,000+: 0.30% annually (0.075% quarterly)
Insurance product commissions ranging from 1% to 120% of insurance policy premiums; variable annuities and mutual funds may pay 12b-1 trail fees
Hourly financial planning and consulting fees from $100 to $400 per hour depending on complexity
Minimum fee: $800 per year; $200 per quarter; can be waived or negotiated Fee-only: Financial planning and consulting fees charged hourly ($100 - $400 per hour), or flat fees ranging $300 to $3,000 depending on project scope
Main office
Brookfield MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Assured Language Solutions · Jeff Wexler · One Action · Wexler Associates · Wexler Capital Group · Wexler Consulting · Wexler Enterprises · Wexler Enterprises, LLC · Wexler Financial · Wexler Financial Advisors · Wexler Financial Group · Wexler Financial Services · Wexler Financial Solutions · Wexler Financials · Wexler Group · Wexler Industries · Wexler Securities · Wexler Services · Wexler Solutions · Wexlerc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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