Winston & Company aims to help clients meet their financial goals by structuring and implementing investment strategies designed to maximize wealth, maintain investment expectations, and minimize risk. They offer portfolio management services, focusing on mutual funds, ETFs, bonds, stocks, commission-free annuities, and alternative investments. Financial planning services are included as part of the portfolio management asset-based fee arrangement.
Assets Under Management$40M
Clients30
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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