WIN INVESTING LLC offers investment advice and portfolio management to individuals, high net worth individuals, trusts, and retirement plans. WIN INVESTING LLC provides advisory services in stocks, bonds, exchange traded funds, mutual funds, currencies and commodities. WIN INVESTING LLC provides risk sensitive portfolio management designed for both income and growth investors and can be tailored to specific needs such as retirement income.
Assets Under Management$17M
Clients32
Advisors1
Avg. per Client$530K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
WIN INVESTING LLC charges a percentage of the value of your portfolio. The percentage decreases as the value of your portfolio increases.
Fees are paid quarterly in advance.
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