Van Winkle Wealth Management Group provides personal financial services including ongoing investment management, financial planning, consulting, and variable annuity sub-account management. The firm builds portfolios based on individual goals, risk tolerance, and time horizons using mutual funds, exchange-traded funds, individual stocks, and bonds. Van Winkle Wealth Management Group tailors services to client needs, allowing reasonable restrictions on account management. In addition to portfolio management, the firm offers written financial plans covering retirement, insurance, taxes, and estate planning, as well as hourly or fixed-fee consultations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is 1.00%, but fees are negotiable based on client type, situation complexity, account composition, and total assets.