Winship Wealth Partners offers personalized financial planning and investment management. Financial planning covers cash flow, college, retirement, tax, estate, and insurance. Investment advice is provided with Winship Wealth Partners making investment decisions with a limited power of attorney. Client assets are held by a qualified custodian. Winship Wealth Partners may recommend mutual funds, ETFs, and select securities.
Assets Under Management$55M
Clients19
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...