Wingstem Wealth offers wealth management and financial planning services to individuals and high-net-worth individuals. They provide customized investment advice based on client objectives and risk tolerance. Wingstem also offers retirement plan services to plan sponsors, assisting with investment selection and participant education. They may recommend using a Turnkey Asset Management Platform (TAMP) to manage a portion of client assets.
Assets Under Management$75M
Clients83
Advisors3
Avg. per Client$910K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The maximum annual fee is 1.4%, charged quarterly. Fees are negotiable and may be lower than this maximum.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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