Winch Financial charges an annual fee based on a percentage of your assets under management. The fee ranges from 1.00% to 2.00% for the first $1 million and 0.50% to 0.99% for assets over $1 million. The exact fee is agreed upon before entering into a contract. If you want financial planning services in addition to investment management, there is an additional 0.25% annual fee. Financial planning services on a stand-alone basis range from $3,000 to $20,000. Winch Financial prefers a minimum of $500,000 of assets under management.