Anna Winger is a CFP-designated registered investment advisor at Sollinda Capital Management LLC, based in Hickory, NC, with 7 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,506 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sollinda Capital Management charges up to 2.25% annually on the total value of your investments. In addition, there is a strategy fee based on the investment strategy used, and a $4 monthly administration fee for documents and reports. The advisory fee can be negotiated. If you open an account mid-month, the initial fee will be adjusted for the days left in the month.
Location
200 First Ave NW, Suite 303, Hickory, NC, 28601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anna is an attorney at Heritage Law, focusing on estate planning, elder law, and business law, dedicating nearly full-time hours to this. She is also a member of WB Financial, LLC, handling management and administrative duties, and an owner/manager of 99 Holdings, LLC, a real estate holding company, spending minimal time on these activities.
Employment History
Current Registrations
Sollinda Capital Management LLC
Previous Registrations
Capital Investment Advisory Services, LLC
Capital Investment Advisory Services, LLC
State Registrations1 state
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.