Murrell Winter
Murrell Winter is a registered investment advisor at Swan Retirement Strategies, based in Sarasota, FL, with 7 years of industry experience. Murrell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 163 clients with $48M 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 $2.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Location
2553 Fruitville Road, Sarasota, FL, 34237
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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 ActivitiesSells Insurance
Murrell owns Murrell L. Winter, Inc., an agricultural business raising cattle, dedicating minimal time to it. He also owns Swan Insurance Strategies, LLC, selling various insurance products and dedicating about 10% of his time to it.
Employment History
Current Registrations
Swan Retirement Strategies
Previous Registrations
Second Half Financial Partners, LLC
State Registrations1 state
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