Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.46% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.16% |
| $3.0M - $4.0M | 1.08% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.93% |
| $6.0M - $7.0M | 0.86% |
| $7.0M - $8.0M | 0.80% |
| $8.0M - $9.0M | 0.74% |
| $9.0M - $10.0M | 0.69% |
| $10M+ | 0.65% |
Annual fees will vary based on the asset allocation mix of the portfolio as outlined in the Client Proposal & Information Form.
Fee Estimator
Winans Investments charges an annual fee based on a percentage of assets under management. The fees vary depending on the asset allocation mix of the portfolio. Custodial fees and expenses are not included. The advisory fee is negotiable depending on individual client circumstances. At their discretion, they may combine the account values of family members to determine the applicable advisory fee.
Areas of Practice
Advisor Information
Office location
410 S. Rampart Blvd., Suite 390, Las Vegas, NV, 89145
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kenneth is the president of The W Foundation, a non-profit organization focused on space history, dedicating a few hours per week. He is also a commodity trading advisor for Winans Commodities LLC, but spends no time on this activity.