Wynne Capital Management provides investment management services, focusing on mutual funds and bond funds. They advise clients on fund selection based on their individual financial situation and investment goals. Wynne also offers sub-advisory services to other investment advisors. The firm primarily serves individuals and high-net-worth individuals.
Assets Under Management$24M
Clients9
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are not negotiable, except for firm employees and their related family accounts, who may have their advisory fees waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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