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
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