Kenneth Winans is a registered investment advisor at Winans Investments, based in Las Vegas, NV, with 32 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 276 clients with $310M 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 $500K | 1.46% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.16% |
| $3.0M - $4.0M | 1.08% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.93% |
| $6.0M - $7.0M | 0.86% |
| $7.0M - $8.0M | 0.80% |
| $8.0M - $9.0M | 0.74% |
| $9.0M - $10.0M | 0.69% |
| $10M+ | 0.65% |
Annual fees vary based on the asset allocation mix of the portfolio. Third-party sub-advisory fees can differ from the fees listed above. Custodial fees and expenses are not included. The fees listed are for Growth Investments. Other investment types have lower fees.
Fee Estimator
Location
410 S. Rampart Blvd., Suite 390, Las Vegas, NV, 89145
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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
Kenneth is the president of The W Foundation, a non-profit organization focused on space history, dedicating a few hours per week. He is also a commodity trading advisor for Winans Commodities LLC, but spends no time on this activity.
Employment History
Current Registrations
Winans Investments
Previous Registrations
Wi Mutual Funds, LLC
State Registrations3 states
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