Lorri Winkcompleck
Lorri Winkcompleck is a registered investment advisor at Gap Financial Services or Gap Financial, based in Austin, TX, with 8 years of industry experience. Lorri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 87 clients with $100M 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 | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
Fees are negotiable. A separate fixed fee could be negotiated instead of the tiered fee.
Fee Estimator
Location
Austin, TX
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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 →Employment History
Current Registrations
Gap Financial Services or Gap 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.