Amy Winchester
Amy Winchester is a CFP-designated registered investment advisor at Winchester Capital Services, LLC, based in Kenner, LA, with 19 years of industry experience. Amy 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, Insurance Planning, and 3 more. Their firm serves 102 clients with $18M 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 | 1.25% |
| $1M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Kenner, LA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2019Other Business Activities
Amy plans and presents divorce workshops in the New Orleans area, dedicating a few hours per week. She also has several bookkeeping clients.
Employment History
Current Registrations
Winchester Capital Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.