Frank Mahoney is a registered investment advisor at Wincap Financial LLC, based in Boston, MA, with 1 years of industry experience. Frank 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 1 more. Their firm serves 270 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WinCap Financial's wealth management fees range from 0.50% to 1.25% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. The fees include normal securities transaction costs.
Location
55 Union Street, Unit 31, Boston, MA, 02108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wincap Financial LLC
State Registrations1 state
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