Winchester Capital Services, LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning services covering investments, life insurance, tax concerns, retirement, college, and debt/credit planning.
Assets Under Management$18M
Clients102
Advisors1
Avg. per Client$170K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$75K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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