Winston Capital Management LLC

Fee-Only (% of Portfolio)

Winston Capital Management manages investments for private investment funds, selecting other investment managers to handle the funds' assets. Winston aims for long-term capital growth while reducing risk through a multi-manager approach focused on hedged equity strategies. Winston also provides non-discretionary investment advice to insurance policyholder accounts, with the insurance company having final investment decisions.

Assets Under Management$1B
Clients9
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Winston Capital Management manages investments for private investment funds. The firm charges a management fee based on a percentage of the amount invested in a particular fund, ranging from 0.5% to 1% per year. Winston may also receive a performance-based fee ranging from 3% to 5% of net profits per year, subject to a loss carry forward provision. The fees and terms are individually negotiated for customized funds. The firm also manages accounts for insurance policyholders for a fixed management fee ranging from 0.10% to 1% per year.

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Winston Capital Management LLC | TrueAdvisor