Benjamin Winston is a CFA-designated registered investment advisor at Winston Wealth Strategies, LLC, based in Reno, NV, with 3 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
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 | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.45% |
| $5M+ | 0.35% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Reno, NV
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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 Activities
Benjamin works as a senior financial analyst for Basin Street Properties, a private equity real estate company, dedicating about half his time. This activity is investment-related and involves no ownership or cross-over clients.
Employment History
Current Registrations
Winston Wealth Strategies, LLC
Previous Registrations
MML Investors Services, LLCBroker
State Registrations1 state
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