Wingo Asset Management provides financial planning and portfolio management services. Financial planning covers areas like retirement, taxes, insurance, and college savings. Portfolio management involves creating individualized portfolios based on client goals and risk tolerance. Wingo also offers retirement plan consulting to qualified plans. They may use sub-advisors and monitor them.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10M+ | 2.00% |
Fees are negotiable, but will not exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...