Michael Winn
Michael Winn is a registered investment advisor at Chartered Wealth Partners, LP, based in Beverly Hills, CA, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
For clients with an AUM over $25 million, CWP will offer a fix fee arrangement for these clients. If a client elects to be charged a fixed fee, the Fee will be negotiated on a client-by-client basis, which will be reassessed annually. The annual fixed fee amount is typically discounted to the Fee Schedule above, however the fixed fee is determined based on the time, effort, scope, and complexity of the services to be performed, as discussed with each client, and is negotiable at our sole discretion.
Fee Estimator
Location
9401 Wilshire Boulevard, Suite 500, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2019Customer Dispute
July 2016Employment Separation After Allegations
November 1999Employment History
Current Registrations
Chartered Wealth Partners, LP
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
The Leaders Group, INC.Broker
The Leaders Group, INC.Broker
Boulevard Family Wealth Services, LLC
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Audent Global Asset Management, LLC
Cape Securities INC.Broker
Private Advisor Group, LLC
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Oppenheimer & CO. INC.
Oppenheimer Asset Management
Oppenheimer & CO. INC.Broker
Fahnestock Asset Management
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance 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.