Frederick Winston is a registered investment advisor at Winvest Investments L.P., based in Montrose, CO, with 29 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 13 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
A minimum of $50,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances.
Fee Estimator
Location
20349 Pahgre Road, Montrose, CO, 81403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Frederick is involved in numerous investment-related and non-investment-related business activities. These include roles such as President, Partner, Manager, Agent, Board Member, Secretary & Treasurer across various entities, taking up a few hours per week for each.
Employment History
Current Registrations
Winvest Investments L.P.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.