Wynn Capital provides investment management services where they manage client investments based on their goals, risk tolerance, and time horizon. They also offer services to retirement plans, acting as an investment manager with discretionary authority over the plan's assets. Other professionals are engaged directly by the client on an as-needed basis.
Assets Under Management$320M
Clients301
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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