Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
424 E. Wisconsin Avenue, Appleton, WI, 54911
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
Adam owns Adam Winch Music and works as a musician since 2006. He spends about 10-20% of his time on this activity, none of which occurs during securities trading hours.