Winiecki Wealth Management (WWM) offers investment advisory services, including managing investments for individuals, families, and retirement plans. WWM also provides consulting, speaking, and financial planning services. WWM creates portfolios using ETFs, mutual funds, and fixed income products. Financial planning helps clients evaluate their financial situation and achieve goals like retirement.
Assets Under Management$64M
Clients45
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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