Adam Winch is a registered investment advisor at Winch Financial, based in Appleton, WI, with 19 years of industry experience. Adam 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 E. Wisconsin Avenue, Appleton, WI, 54911
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
Adam owns Adam Winch Music and works as a musician since 2006. He spends about 10-20% of his time on this activity, none of which occurs during securities trading hours.
Employment History
Current Registrations
Winch Financial
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
More Advisors
- Christina Winch, CFPWinch Financial
- Muhammed-Kabeer Gbaja-Biamila, CFPAtlantis Wealth Advisors LLC
- Evan Henderson, CFPN.E.W. Advisory Services, LLC
- Matthew Krenke, CFP, ChFCAnnex Wealth Management, LLC
- David Verkuilen, CFP, ChFCWells Fargo Advisors
- Joel Blattner, CFPAvaii Wealth Management, LLC