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How does the advisor help clients – Key Takeaways:
WINN CAPITAL MANAGEMENT, LLC is a trusted financial management firm that prides itself on providing expert advice and sound financial planning to its diverse clientele. The team at WINN CAPITAL MANAGEMENT, LLC helps clients maximize the potential of their assets and achieve their financial goals with personalized strategies and a strong commitment to transparency and ethics.
Facts and Insights
With over 20 years of experience in the financial industry, WINN CAPITAL MANAGEMENT, LLC has established itself as a reputable and trusted advisor for individuals and businesses. The firm takes a long-term approach to financial planning, offering clients the expertise of seasoned professionals and a comprehensive range of services.
The team at WINN CAPITAL MANAGEMENT, LLC is well-versed in all aspects of financial planning, from investment management and retirement planning to estate planning and insurance. This allows clients to have a comprehensive and holistic approach to their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
Financial Services Offered
WINN CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the unique needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Wealth management
Client Types
The team at WINN CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including:
- Individuals
- High net worth individuals
- Business owners
- Retirees
- Non-profit organizations
- Trusts and estates
Fees & Compensation
WINN CAPITAL MANAGEMENT, LLC operates on a fee-based model, which means that clients pay an annual percentage fee based on the assets under management. This ensures that the firm’s interests are aligned with those of its clients, as the more successful the clients’ investments are, the more the firm earns.
Additionally, WINN CAPITAL MANAGEMENT, LLC is committed to transparency and always provides clients with a clear breakdown of all fees and expenses incurred.
Background
WINN CAPITAL MANAGEMENT, LLC was founded in 2000 by John Winn, a seasoned financial advisor with over 30 years of experience in the industry. The firm’s mission is to provide clients with exceptional financial advice and help them achieve their financial goals through customized strategies and unparalleled expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, WINN CAPITAL MANAGEMENT, LLC is committed to upholding the highest ethical standards in its practices and always puts clients’ best interests first. However, it is important for clients to be aware of potential conflicts of interest that may arise in the course of business. These include:
- Affiliations with other financial institutions
- Compensation from third-party service providers
- Personal investment in recommended products
WINN CAPITAL MANAGEMENT, LLC is dedicated to full transparency and always discloses any potential conflicts of interest to clients before any decisions are made.