Winters Financial Group manages investment portfolios and provides financial planning and consulting services. Winters Financial Group builds customized portfolios using mutual funds, exchange-traded funds, and individual stocks, tailoring investments to each client's specific goals and risk tolerance. For individual retail clients, the firm's annual investment advisory fee generally includes ongoing portfolio monitoring, investment advice, and financial planning and consulting services upon request. Winters Financial Group also offers standalone financial planning services covering topics such as estate and insurance planning. In addition, Winters Financial Group provides retirement plan consulting services to retirement plan sponsors and trustees. The firm operates on a fee basis and does not manage accounts without client permission, meaning clients must approve all trades before they are placed.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and typically range from 0.50% to 2.00% of assets under management depending on account size, portfolio composition, and complexity.