Winyah Financial Services offers investment advice and consulting services to individuals. Winyah can manage investments on a non-discretionary basis, meaning they need your approval before making any trades. They also offer consulting services on topics like estate planning and retirement planning. The firm's president is also an insurance agent, which could create a conflict of interest if they recommend insurance products.
Assets Under Management$2.6M
Clients8
Advisors1
Avg. per Client$330K
Avg. per Advisor$2.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable and may be discounted for family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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