Winning Points Advisors, L.l.c.

Winning Points Advisors, LLC, established in 1990, is an SEC-registered investment adviser based in Boca Raton, Florida. The firm offers portfolio management, asset management, and financial planning services. Portfolio management services include overseeing various funds with fees up to 1.35%. The firm acts as a fiduciary when providing rollover recommendations for retirement accounts. Asset management services are tailored to meet clients' financial needs, with fees ranging from 0.85% to 2.00% based on assets under management. The firm may engage in option writing programs to enhance account performance. Financial planning services are structured and may include retirement, tax, estate planning, among others, with fixed and hourly fee structures. Winning Points Advisors may recommend third-party money managers, with no separate fee charged to clients. The firm does not charge performance-based fees or engage in side-by-side management. Clients have discretion over their investments, and the firm exercises proxy voting authority if elected by clients. The firm does not have custody of client assets beyond fee deduction authorization. Winning Points Advisors maintains a Code of Ethics, ensuring professional conduct and client interest protection. The firm does not compensate for client referrals and provides full transparency on fees and financial information.