Winch Financial
Assets Under Management
$510.7M
Number of Clients
816
Number of Advisors
7
Average Client AUM
$626K
AUM per Advisor
$73.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Winch Advisory Services offers continuous investment advice based on individual client needs, developing personalized investment policies and managing portfolios accordingly. They also provide stand-alone financial planning services, covering areas like education, tax, investments, insurance, retirement, and estate planning. Consulting services and educational seminars are also available.
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
Location
424 E. Wisconsin Avenue, Appleton, WI, 54911