Winding Trail Financial Planning manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning on topics like retirement, risk management, college savings, and estate planning. Winding Trail Financial works with individuals, high-net-worth individuals, and businesses.
Assets Under Management$13M
Clients9
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$13M
www.windingtrailfinancial.com ·www.linkedin.com/in/dwightdettloff ·www.linkedin.com/company/winding-trail-financia...
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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