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Learn more about Wynkoop LLC
Wynkoop LLC operates as a financial advisory firm that has its headquarters in Englewood, Colorado. The firm handles $684.1 million in total assets throughout four client accounts, making it one of the bigger firms in the United States by assets under management (AUM). The company has a small group, including 7 financial advisors. Wynkoop LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like bonds, equities and options.
Wynkoop LLC administers all of the firm's client assets on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell choices for the client's account without requiring client permission. Wynkoop LLC's typical account size is $171.0 million. The average advisor at Wynkoop LLC manages fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The firm's headquarters is at 5460 S Quebec St, Englewood, Colorado 80111. The company is registered to provide services to investors across 3 states, including Colorado, Florida and New York.
Assets Under Management
Number of Advisors
Wynkoop LLC by the Numbers
A financial advisor's fees typically vary depending on the services provided. Fees billed by the company likely are comprised of any blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Wynkoop LLC.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The firm works with investment companies and pooled investment vehicles. Out of its four clients, Wynkoop LLC's biggest client group is pooled investment vehicles. Around 25% of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Wynkoop LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Wynkoop LLC
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