Damian Winther
Damian Winther is a CFP-designated registered investment advisor at Birchwood Financial Partners, INC., based in Bloomington, MN, with 13 years of industry experience. Damian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 763 clients with $850M 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 $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is a blended schedule. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Contact
Damian Winther
Location
5601 Green Valley Dr., Suite 600, Bloomington, MN, 55437
Get directionsHistory
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
Damian promotes financial literacy to young people through BestPrep, answering student questions via email. This activity requires minimal time.
Employment History
Current Registrations
Birchwood Financial Partners, INC.
Previous Registrations
Advisornet Wealth Management
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
Additional Information
Damian remains active in the community’s youth and adult sports associations and is also a member of the Financial Planning Association of Minnesota. He is also involved with the BestPrep e-mentor program, where financial professionals communicate with high school students weekly and discuss budgeting, finance, investments and goal planning to help them understand the correlation between what they learn in the classroom and what they will use in real life. Damian and his wife, Jill, live in Minnetrista with their four daughters, Camryn, Keeley, Hayden and Finley. When not working, Damian can often be found on the golf course, at a local ice arena or coaching his children’s sports teams.