Corey Winten
Corey Winten is a registered investment advisor at Winten Investment Partners, LLC, based in Krugerville, TX, with 24 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 77 clients with $19M 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% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Location
Krugerville, TX
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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
Corey is a licensed independent insurance agent operating as a sole proprietor, primarily focused on term life and long-term care insurance. This activity takes minimal time.
Employment History
Current Registrations
Winten Investment Partners, LLC
Previous Registrations
Yield Advisory
Ssn Advisory, INC.
Securities America Advisors, INC.
Morgan Stanley
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.