Winch Financial provides investment management services where they manage client funds based on individual needs. They also offer financial planning services on a stand-alone basis, creating detailed plans to help clients achieve their financial goals. Winch Financial also provides consulting services on specific financial topics. They manage advisory accounts on a discretionary basis, considering client objectives and tax implications.
Fee Structure
Winch Financial offers investment management services where they manage your investments based on your individual needs. The annual fee is a percentage of the value of your portfolio, and the exact fee is agreed upon before you become a client. The fee generally ranges from 1.00% to 2.00% on the first $1 million and 0.50% to 0.99% on amounts over $1 million. Fees are billed quarterly in advance. There is a $500,000 preferred minimum for this service, but they may consider smaller amounts.