Winebrenner Capital Management provides discretionary investment management services for private accounts including individuals, businesses, trusts, estates, and charitable organizations. Winebrenner Capital Management also serves as general partner and manager for several pooled investment vehicles, such as income, total return, real estate, and opportunity zone funds. For individual portfolio management, Winebrenner Capital Management creates tailored portfolios utilizing fundamental and qualitative analysis, focusing on growth, value, and long-term buy and hold strategies. Clients can place reasonable restrictions on their portfolios. In addition to direct portfolio management, Winebrenner Capital Management may direct clients to third-party investment advisers and monitor their performance. Winebrenner Capital Management also provides access to complimentary third-party financial and tax planning tools.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Schedule A1 applies to diversified portfolios. Schedule A2 applies to fixed-income-only portfolios (0% to $2M: 0.75%; over $2M: 0.50%). Schedule A3 applies to accounts with no management oversight or pre-fee funds at 0%. Fees may be aggregated across household accounts at the same custodian and are negotiable or waivable.