Winvest Investments manages investment portfolios for individuals, high net worth individuals, trusts, and corporations. Winvest creates a personal investment policy for each client based on their goals, risk tolerance, and time horizon. Winvest offers investment advice on domestic and foreign stocks, bonds, mutual funds, ETFs, and options. Winvest may manage accounts on a discretionary or non-discretionary basis.
Assets Under Management$53M
Clients13
Advisors1
Avg. per Client$4.1M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
A minimum of $50,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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