Brittany Jerez is a registered investment advisor at Winans Investments, based in Las Vegas, NV, with 1 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 276 clients with $310M 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 | 1.46% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.16% |
| $3.0M - $4.0M | 1.08% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.93% |
| $6.0M - $7.0M | 0.86% |
| $7.0M - $8.0M | 0.80% |
| $8.0M - $9.0M | 0.74% |
| $9.0M - $10.0M | 0.69% |
| $10M+ | 0.65% |
Annual fees vary based on the asset allocation mix of the portfolio. Third-party sub-advisory fees can differ from the fees listed above. Custodial fees and expenses are not included. The fees listed are for Growth Investments. Other investment types have lower fees.
Fee Estimator
Location
410 S. Rampart Blvd., Suite 390, Las Vegas, NV, 89145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Winans Investments
State Registrations1 state
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