Wingo Asset Management manages investment portfolios and offers comprehensive financial planning for individuals, high-net-worth clients, businesses, trusts, and retirement plans. Founded in 2019 and based in Shreveport, Louisiana, Wingo Asset Management builds personalized investment strategies using fundamental analysis and modern portfolio theory, with a focus on absolute returns. The firm assists clients with establishing accounts at custodians like Charles Schwab, selecting model portfolios, and occasionally utilizing third-party sub-advisers. Wingo Asset Management also provides retirement plan consulting and insurance recommendations through its affiliated entity. The firm emphasizes a tailored approach, allowing clients to set specific investment restrictions or objectives regarding cash management, income, and growth.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10M+ | 2.00% |
Fees are negotiable and vary based on account size and investment strategy. The maximum annual management fee will not exceed 2%.