Winten Investment Partners offers investment management based on individual client goals and risk tolerance. They create investment policy statements and manage portfolios using mutual funds, ETFs, stocks, and bonds. Winten also provides financial planning services for an hourly fee, analyzing client assets and making recommendations. Clients can request restrictions on their portfolios based on personal beliefs.
Assets Under Management$19M
Clients77
Advisors1
Avg. per Client$250K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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