Godwin Okolie
Godwin Okolie is a registered investment advisor at Wintrice Money Advisors, LLC, based in West Palm Beach, FL, with 16 years of industry experience. Godwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 11 clients with $2.6M 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 | 2.00% |
Maximum annual investment advisory fee. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
West Palm Beach, FL
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2007Judgment / Lien
October 2006Other Business ActivitiesSells Insurance
Godwin is an insurance agent since 2017, providing insurance services. This activity requires minimal time.
Employment History
Current Registrations
Wintrice Money Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.