Wingstem Wealth offers comprehensive wealth management services, which include portfolio management combined with basic financial planning covering budgeting, cash flow analysis, debt management, risk management, retirement planning, tax planning, and basic estate planning. Wingstem Wealth provides both discretionary and non-discretionary portfolio management, tailoring strategies to each client's individual goals, risk tolerance, and financial situation. In addition to wealth management, Wingstem Wealth offers standalone financial planning and consulting engagements, as well as specialized estate consulting and coordination services for high-net-worth clients with complex or illiquid estates. The firm generally requires minimum household advisory assets of $1,000,000, though this minimum may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees may include an additional model administration fee of up to 0.10% when utilizing certain platform strategies, resulting in a total fee of up to 1.35%. Fees are negotiable.