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 ActivitiesSells Insurance
Matthew is an independent insurance agent since 2011. This activity takes about 10-20% of his time and is not investment-related.