Marcel Winger, financial advisor San Antonio TX

Marcel Winger

CRD 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.

CONTACT
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Professional Designations
Company Name Location Dates Years
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
Contact Info for Marcel Winger
Phone Number:
Advisor Website: https://www.mutualwealth.net
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    591
    ACCOUNTS
  • Average Account Value
    $218,454
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

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