WinTrice Money Advisors (WMA) offers investment management and financial planning services. WMA manages investment portfolios and provides financial advice through consultations. They do not sell commissioned products. WMA evaluates each client's financial situation and provides periodic reviews. Other professionals are engaged directly by the client as needed.
Assets Under Management$2.6M
Clients11
Advisors1
Avg. per Client$240K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual investment advisory fee. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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