Winans Investments offers personalized investment advice and portfolio management services. They work with clients to determine their investment goals and risk tolerance, then develop a suitable investment strategy. Winans Investments offers both discretionary and non-discretionary portfolio management. They also provide consulting services to experienced investors, offering guidance and research to help them manage their own investments.
Assets Under Management$310M
Clients276
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.46% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.16% |
| $3.0M - $4.0M | 1.08% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.93% |
| $6.0M - $7.0M | 0.86% |
| $7.0M - $8.0M | 0.80% |
| $8.0M - $9.0M | 0.74% |
| $9.0M - $10.0M | 0.69% |
| $10M+ | 0.65% |
Annual fees vary based on the asset allocation mix of the portfolio. Third-party sub-advisory fees can differ from the fees listed above. Custodial fees and expenses are not included. The fees listed are for Growth Investments. Other investment types have lower fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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