Winning Points Advisors, L.L.C.
Assets Under Management
$176.4M
Number of Clients
199
Number of Advisors
3
Average Client AUM
$886K
AUM per Advisor
$58.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Winning Points Advisors, LLC offers portfolio management, asset management, financial planning, and selection of other advisors. Portfolio management services are provided to specific funds. Asset management services are discretionary and non-discretionary, tailored to client needs. Financial planning covers retirement, tax, estate, insurance, and college planning. The firm also recommends third-party money managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.00% |
| $7.5M+ | 0.85% |
Related accounts may be aggregated for fee calculations. Fee schedule is subject to negotiation.
Fee Estimator
Asset management fees are calculated as a percentage of the total assets managed, billed quarterly in arrears. The fee schedule is subject to negotiation. Financial planning services are offered at fixed fees ranging from $350 to $3,500, or hourly fees up to $350. The firm may waive or offset financial planning fees with advisory fees. WPA does not require a minimum account size to establish or maintain an advisory account; however, we reserve the right to terminate accounts we believe are too small to be effectively managed.
Areas of Practice
Location
127 NW 13th Street, Suite 13, Boca Raton, FL, 33432