Winyah Financial Services, LLC

Overview

Winyah Financial Services, LLC is a small, client-focused advisory and insurance practice that concentrates on portfolio management for individuals and small businesses. The firm operates primarily as an insurance broker while providing advisory services on a non-discretionary basis, so investment decisions remain with clients and the adviser acts in a consultative capacity. Fee arrangements combine a percentage of assets under management with hourly charges, which suggests a mix of ongoing portfolio oversight and project-based financial planning work. The firm is not an active ESG investor and is organized under an individual ownership structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices