Winter & Associates offers investment management, financial planning, and retirement plan consulting. The firm creates tailored investment portfolios using stocks, bonds, ETFs, and mutual funds. Financial planning services include preparing financial plans or consultations covering investment, retirement, estate, tax, education, and insurance planning. Retirement plan consulting assists plan sponsors in meeting their obligations under federal retirement plan rules.
Assets Under Management$180M
Clients208
Advisors4
Avg. per Client$860K
Avg. per Advisor$45M
www.linkedin.com/company/winter-&-associates-inc. ·www.facebook.com/winterandassoc ·www.winterassoc.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.63% |
| $2.0M - $3.0M | 0.52% |
| $3.0M - $4.0M | 0.41% |
| $4.0M - $5.0M | 0.26% |
| $5M+ | 0.11% |
For Focus Partners clients, an additional 0.15% fee is added to the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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