Assets Under Management
$176.4M
Number of Clients
199
Number of Advisors
3
Average Client AUM
$886K
AUM per Advisor
$58.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Winning Points Advisors, LLC offers portfolio management services for its own funds, asset management services tailored to client needs, and financial planning services. They use a macro-economic approach to financial planning. They also recommend third-party money managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.00% |
| $7.5M+ | 0.85% |
Fee schedule is subject to negotiation.
127 NW 13th Street, Suite 13, Boca Raton, FL, 33432