Wynn Capital Management is a registered investment advisor that provides comprehensive financial planning and investment management services. Thomas Wynn serves as the sole owner. The firm primarily allocates client assets to globally diversified, low-cost, socially responsible mutual funds and exchange-traded funds, and may also use options strategies, individual stocks and bonds, and private placement securities for accredited investors. Financial planning services cover retirement planning, estate planning, insurance analysis, philanthropic giving, and college funding. The firm acts in your best interest and manages accounts on an authority to make trades without asking first basis. The firm recommends that clients use Charles Schwab as the custodian for their accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees for amounts over $10,000,000 are negotiable. Accounts for spouses and immediate family members may be combined.