Winters Financial Group provides investment advice and financial planning services. For investment management clients, Winters Financial will determine your investment goals and recommend how to allocate your assets. Winters Financial also offers financial planning on a stand-alone basis, covering topics like estate planning and insurance. Winters Financial may recommend other professionals, such as attorneys or insurance agents, but you are not obligated to use them.
Fee Structure
Winters Financial Group charges a percentage of the assets they manage for you. The exact percentage is negotiable and depends on factors like the amount of assets, the complexity of your situation, and the number of meetings you need. Because of these factors, similar clients could pay different fees.