Winner Wealth Management offers investment advice and portfolio management services. David L. Winner focuses on building client portfolios with individual bonds, equities, and derivatives for tax efficiency and to avoid layered fees. He also provides targeted financial accounting services on an as-needed basis, including cash flow planning, retirement needs analysis, tax-efficient distribution strategies, gift and estate planning, education planning, and insurance reviews.
Assets Under Management$7.1M
Clients11
Advisors1
Avg. per Client$640K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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