Winans Investments
Assets Under Management
$330.1M
Number of Clients
267
Number of Advisors
4
Average Client AUM
$1.2M
AUM per Advisor
$82.5M
Compensation
Fee-Only (AUM)
About This Firm
Winans Investments offers discretionary and non-discretionary portfolio management services tailored to individual client needs. They also provide consulting services with investment analysis, written reports, and quarterly performance reviews. The firm primarily focuses on quantitative and technical analysis, recommending stocks, bonds, real estate, mutual funds, ETFs, and derivatives.
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
Location
410 S. Rampart Blvd., Suite 390, Las Vegas, NV, 89145