Samuel Winch is a registered investment advisor at Winch Financial, based in Appleton, WI, with 16 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 851 clients with $580M 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 $1.0M | 2.00% |
| $1M+ | 0.99% |
Fees range from 1.00% to 2.00% for the first $1 million and 0.50% to 0.99% for assets over $1 million. An additional 0.25% is charged if financial planning is included. Fees are negotiable.
Fee Estimator
Location
424 East Wisconsin Avenue, Appleton, WI, 54911
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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
Samuel is the owner of The Lullabadeer, a music business, since 2004. He works as a musician, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Winch Financial
Previous Registrations
Woodbury Financial Services, INC.
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.
Exams
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