Win Win Investment Planning, LLC
Win Win Investment Planning, LLC (CRD# 116470) is a financial advisory firm headquartered in Chandler, AZ. They manage $20,600,000 in 139 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts139ACCOUNTS
Average Account Value$148,201
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Michael Boyd (CRD# 4605067) is an Investment Advisor Representative working at Win Win Investment Planning, LLC in Mesa, AZ and has over 15 years of experience in the finance industry.