Van Winkle Wealth Management Group LLC
Assets Under Management
$102.3M
Number of Clients
369
Number of Advisors
1
Average Client AUM
$277K
AUM per Advisor
$102.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Van Winkle Wealth Management Group, LLC (VWMG) provides asset management with ongoing supervision, financial planning, and consulting services. They also offer referrals to third-party money managers and variable sub-account management. Investment advice is tailored to individual client needs and objectives.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are negotiable based on client type, complexity, account composition, potential deposits, relationship with advisor, and total AUM.
Fee Estimator
Asset management fees are 1.00% annually, billed quarterly in advance. Financial planning and consulting services are offered at an hourly rate of $150 or a fixed fee between $500 and $5,000, both negotiable. Ongoing advisement services are billed at 1.00% of the assets under advisement, charged quarterly in advance.
Areas of Practice
Location
263 Deo Drive, Newark, OH, 43055