Winning Points Advisors offers investment advice and financial planning to individuals, families, and businesses. The firm provides portfolio management, asset management, and financial planning services. For asset management, Winning Points Advisors selects investments and provides ongoing account supervision. Financial planning covers retirement, taxes, estate, insurance, and college planning. Winning Points Advisors may recommend third-party money managers.
Assets Under Management$180M
Clients199
Advisors1
Avg. per Client$890K
Avg. per Advisor$180M
Fee Structure
Investment management only (planning not offered)
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% |
Related accounts may be aggregated for fee calculations. Fee schedule is subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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