Winnow Wealth offers customized wealth management services, including investment management and financial planning. Investment management involves creating a portfolio of low-cost, diversified mutual funds and exchange-traded funds (ETFs) based on the client's goals and risk tolerance. Financial planning services cover areas like retirement, education, and insurance needs. Winnow Wealth may also refer clients to other specialists like accountants or attorneys.
Fee Structure
Winnow Wealth's investment advisory fees range from 0.10% to 1.20% annually, based on factors like the scope and complexity of services, the amount of assets managed, and the overall relationship. The minimum fee is $250 per month. The fees are calculated based on the average daily balance of assets under management.