Brett Rentmeester is a CFA-designated registered investment advisor at Windrock Wealth Management, based in Naperville, IL, with 13 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 73 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.25% |
| $3.0M - $8.0M | 0.90% |
| $8.0M - $18.0M | 0.70% |
| $18M+ | 0.25% |
Minimum quarterly fee of $1,875 for portfolios under $10 million; minimum quarterly fee of $12,500 for portfolios exceeding $10 million. Fees may be subject to different arrangements based on factors such as size and type of assets, complexity and client needs.
Fee Estimator
Location
225 West Jefferson Avenue, Suite 2, Naperville, IL, 60540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is the largest owner of Windrock and also owns 10% of Iridius Investment Advisors LLC, a private fund advisory firm. He also performed transition services for his previous employer, Altair Advisers, on a part-time basis until March 31, 2013.
Employment History
Current Registrations
Windrock Wealth Management
State Registrations2 states
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