Steven Fleuriet is a registered investment advisor at Winnow Wealth, LLC, based in Waco, TX. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 370 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Winnow Wealth's investment advisory fees range from 0.10% to 1.20% annually, based on factors like the scope and complexity of services, the amount of assets managed, and the overall relationship. The minimum fee is $250 per month. The fees are calculated based on the average daily balance of assets under management.
Location
200 W. Hwy 6, Suite 330, Waco, TX, 76712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Winnow Wealth, LLC
State Registrations1 state
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