WIN Advisors provides investment management through managed account programs and financial planning services. The firm offers various portfolios and consulting services to help clients with their financial goals. WIN is related to Money Concepts Capital Corp (MCCC) through common ownership. Some WIN representatives are also registered with MCCC.
Assets Under Management$240M
Clients4,311
Advisors4
Avg. per Client$55K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
WIN Advisors offers investment management through several programs:
- Guided Portfolio Solutions Program: Fees are 2% annually, payable quarterly in advance. There is also a one-time 2.5% financial planning fee that may be waived.
- Reality Check My Investments Program: The annual fee is 1.00% of assets under management, payable quarterly in advance.
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