Marcel WingerCRD Number: 6088570
Current Firm: Imperium Wealth Management, LLC
Compensation Model: Fee Only
Marcel Winger specifically works with clients who are either in retirement or are considering retirement in the next 10 years. He believes that a client’s financial plan requires a more deliberate and tailored approach during this stage in life. He believes the importance of financial decisions made during these years are magnified in terms of accomplishing the goals and objectives that you have in place for your retirement.
Mutual Wealth provides clients with recommendations that answer their most pressing questions including:
How long will my account last?
When should I take my Social Security Benefit?
Should I take my pension as a Lump sum? What other options do I have? What alternatives should I consider?
Do I need coverages above and beyond Medicare?
What Account should I pull from first? Roth, Traditional, or my taxable account?
Should I hold the same types of investments in each of my accounts?
Mutual Wealth's focus is alleviating the fear and worry that is often associated with retirement planning. Our process establishes peace of mind that is continued in times of financial uncertainty, lessening the possibility of making emotional decisions at the most inopportune time. Our planning approach is entirely centered around you and your unique circumstances, aimed at achieving and protecting your self-defined “successes” in retirement.
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC
|Mutual Wealth LLC||San Antonio, TX||May 2019 - Current||1|
|Imperium Wealth Management, LLC||San Antonio, TX||Oct 2018 - May 2019||< 1|
|Mutual Wealth LLC||Austin, TX||Mar 2018 - Sep 2018||< 1|
|Unemployed||Austin, TX||Sep 2017 - Feb 2018||< 1|
|Fidelity Investments||Austin, TX||Jun 2012 - Sep 2017||5|
|Fidelity Investments||Westlake, TX||Sep 2011 - Jun 2012||< 1|
|University Of Texas||Austin, TX||Sep 2007 - Sep 2011||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management129MILLIONS
Total Number of Accounts591ACCOUNTS
Average Account Value$218,454
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.