Winchester Capital Services provides ongoing portfolio management and financial planning services tailored to each client's goals, time horizon, and risk tolerance. Winchester Capital Services creates a personalized investment policy statement for every client and manages portfolios using a mix of mutual funds, fixed income securities, exchange-traded funds, equities, and annuities. In addition to managing investments, Winchester Capital Services offers financial planning covering retirement, taxes, insurance, education, and debt management. The firm serves individuals, high-net-worth individuals, and business entities.
Assets Under Management$19M
Clients93
Advisors1
Avg. per Client$210K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$75K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.50% |
Fees are generally negotiable and memorialized in the client's advisory agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...