Winans Investments
Assets Under Management
$330.1M
Number of Clients
267
Number of Advisors
4
Avg. Portfolio per Client
$1.2M
Avg. Managed per Advisor
$82.5M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Winans Investments offers personalized investment advice through portfolio management and advisory consulting. For portfolio management, they tailor strategies to clients' objectives and risk tolerance, using discretionary or non-discretionary arrangements. Advisory consulting provides experienced investors with guidance, including portfolio analysis, written reports, and quarterly performance reviews. Winans Investments also provides research services to unaffiliated third-party financial databases.
Fee Structure
Winans Investments charges a percentage of your portfolio's value annually for investment management. The fee is calculated based on the asset allocation mix of your portfolio. Fees are billed quarterly in advance. The specific percentage varies depending on the investment strategy used (UnderGrowth, Investments75/25, Investments50/50, Investments25/75, InvestmentsTaxable Income).
Areas of Practice
Location
410 S. Rampart Blvd., Suite 390, Las Vegas, NV, 89145