David Winey
David Winey is a registered investment advisor at 48 Peaks Wealth Advisors LLC, based in Minnetonka, MN, with 41 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 41 clients with $7.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable for accounts over $1,000,000. 48 Peaks also uses third party managers with different fee schedules.
Fee Estimator
Location
10400 Yellow Circle Drive, Suite 102, Minnetonka, MN, 55343
Get directionsHistory
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 ActivitiesSells Insurance
David is an independent insurance agent since 1983, providing insurance sales and services. This activity requires minimal time.
Employment History
Current Registrations
48 Peaks Wealth Advisors LLC
Previous Registrations
American Investors Group, INC.
American Investors Group, INC.
American Investors Group, INC.
American Investors Group, INC.Broker
A. B. Culbertson and CompanyBroker
State Registrations1 state
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.