Winning Points Advisors manages investment portfolios and provides personalized financial planning for individuals, families, and businesses. Winning Points Advisors offers discretionary and non-discretionary asset management, tailoring strategies to each client's specific financial goals and risk tolerance. The firm also provides structured financial planning services covering retirement, taxes, estate planning, insurance, and college savings, as well as modular advice for specific financial concerns. Additionally, Winning Points Advisors manages proprietary mutual funds and offers a covered call option writing program designed to generate income.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.00% |
| $7.5M+ | 0.85% |
Fees are negotiable based on relationship size and complexity. Household accounts may be aggregated for fee calculations.