Rebekah Ellis is a registered investment advisor at Winebrenner Capital Management LLC, based in Louisville, KY, with 8 years of industry experience. Rebekah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 459 clients with $260M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
A2 fee schedule is for portfolios that only contain fixed income investments such as, but not limited to, municipal bonds, federally insured certificates of deposit, and treasuries. Fixed income investments not included would be items such as but not limited to corporate bonds, preferred stocks and municipal bonds that are backed by corporations. A3 fee schedule of 0%, for any account size, is for accounts with no management oversight or holds managed Funds that already have a fee associated with them.
Fee Estimator
Location
10602 Timberwood Circle, Suite 13, Louisville, KY, 40223-5367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Winebrenner Capital Management LLC
State Registrations1 state
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