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SG
CFA

Steven Gammage

Windward Partners, L.L.C.
22 Years of Experience
Canton, GA
1 Disclosure
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Steven Gammage is a CFA-designated registered investment advisor at Windward Partners, L.L.C., based in Canton, GA, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 39 clients with $30M in assets under management.

Windward Partners, L.L.C.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
39 clients
Average Client Portfolio
$764K average
Assets Under Management
$29.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K+1.00%

Portfolios consisting only of fixed income products are charged an annual rate of 0.80%. Fees may be adjusted based on complexity, and there is a minimum annual fee of $2,500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Canton, GA

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History

Regulatory History (1)
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Regulatory
October 2006
Final
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Employment History
Current Registrations
Windward Partners, L.L.C.
July 2005 - Present · 21 yrs 3 mos
Previous Registrations
Caz Investments L.P.
April 2004 - April 2005 · 1 yr
State Registrations3 states
GALATX
Advisor

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Exams
No exam information available for this advisor.
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