Van Winkle Wealth Management Group (VWMG) offers ongoing investment management based on your financial situation and goals. VWMG also provides financial planning services, including full written plans covering investment, retirement, insurance, tax, and education planning. VWMG may refer clients to third-party money managers. VWMG also manages variable annuity and variable life contracts.
Assets Under Management$110M
Clients389
Advisors1
Avg. per Client$290K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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