Robert Winston
Robert Winston is a CFP-designated registered investment advisor at Vision Financial Management, LLC, based in Cuyahoga Falls, OH, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 449 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vision Financial Management offers investment management through the Vision Financial Asset Management Program. The annual investment advisory fee ranges from 1.00% to 2.00% of the assets in your account. The exact fee is negotiable based on the market value of the account, asset types, complexity, and trading activity. Fees are paid quarterly in advance. This is a wrap fee account, so you won't pay separate transaction charges.
Location
122 Broad Blvd., Cuyahoga Falls, OH, 44221
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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 ActivitiesSells Insurance
Robert sells health and long-term care insurance since 2004. He also operates Vision Financial Management as a registered investment advisor, dedicating about half his time, and owns rental real estate, which takes minimal time.
Employment History
Current Registrations
Vision Financial Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations22 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.