Winston Wealth Strategies offers investment management services where they manage your investments based on your goals and risk tolerance. They may also recommend third-party asset managers. Additionally, they offer financial planning services, including full financial plans and consultation services on individual topics. They also provide limited scope ERISA 3(21) fiduciary services to qualified retirement plans.
Assets Under Management$1.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.45% |
| $5M+ | 0.35% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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