WinCap Financial offers wealth management solutions including investment management and financial planning to individuals, high net worth individuals, trusts, and estates. WinCap works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. The firm constructs portfolios using ETFs, mutual funds, individual stocks, and bonds. WinCap also offers standalone financial planning services.
Fee Structure
WinCap Financial's wealth management fees range from 0.50% to 1.25% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. The fees include normal securities transaction costs.