Wintrice Money Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management and comprehensive financial planning and consulting to individual clients, delivering ongoing portfolio management and written planning recommendations. Services typically include initial and periodic reviews, access to online planning software for scenario analysis, and regular check-ins to monitor progress.
Investment decisions are tailored to each client's stated objectives and documented in an investment policy or risk-tolerance statement, with security selection informed by a mix of fundamental, technical, and cyclical analysis. The firm generally manages accounts on a discretionary basis, conducts quarterly reviews (more frequently as needed), and performs active monitoring and maintenance of distressed investments when applicable.
Noteworthy features include a modest asset base—approximately $2.6 million—across a small number of client relationships, operation without selling commissioned investment products through the advisory business, and reliance on custodial support services that provide operational benefits such as a dedicated trading desk and account services. The firm’s principal maintains a separate insurance-agent business (reported as under 1% of time), a disclosed potential conflict mitigated by procedures and disclosures, and the firm generally does not vote client proxies, leaving voting to clients unless assistance is requested.
Client services
Expertise
Fee options
Ongoing financial planning services at $750 per quarter paid in arrears; One-time financial planning fees billed at engagement with option to pay monthly over a year
Maximum annual fee of 2.00% of assets under management, billed quarterly in arrears
Main office
West Palm Beach FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Wintrice Global Wealth Management LLC · Wintrice Money Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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