Angela Winstead
Angela Winstead is a registered investment advisor at Foundations Investment Advisors LLC, based in Southlake, TX, with 4 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
3120 Sabre Dr, Suite 140, Southlake, TX, 76092
Get directionsHistory
Regulatory History (1)
Financial
October 2016Other Business ActivitiesSells Insurance
Angela is the co-founder of RetireSimply, where she focuses on insurance sales and services. This activity takes about half of Angela's time, including time during trading hours.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Ae Wealth Management, LLC
State Registrations1 state
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.
Exams
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