Hans-Christian Winkler
Hans-Christian Winkler is a CFP-designated registered investment advisor at Compound Planning, INC., based in Jackson Heights, NY, with 27 years of industry experience. Hans-Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,352 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compound Planning offers investment management services, but the fees are not directly charged to individual investors. Instead, Compound provides these services to financial intermediaries, who then charge their own fees to their clients. Compound also offers a Turnkey Asset Management Program (TAMP) with fees ranging from 0.25% to 2.00% of assets under management, depending on the services selected by the financial intermediary.
Location
35-05 72nd Street, Jackson Heights, NY, 11372
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Regulatory History (1)
Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Hans-Christian is an insurance agent, dedicating a few hours per week to this activity. He is also the president of JAC Towers, Inc. and operates Winkler Wealth as a DBA for wealth management services.
Employment History
Current Registrations
Compound Planning, INC.
Previous Registrations
Legend Securities, INC.Broker
Claraphi Advisory Network, LLC
National Asset Management, INC.
National Securities CorporationBroker
Wachovia Securities Financial Network, INC.
Wachovia Securities Financial Network, INC.Broker
Sands Brothers & CO., LTD.Broker
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.