Brian Jones is a registered investment advisor at Windmill Capital Adviser, based in Menlo Park, CA, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Socially Responsible Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based upon specific circumstances.
Fee Estimator
Location
825 Oak Grove Avenue, Suite A206, Menlo Park, CA, 94025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is the trustee of the Keith and Denise Jones Family Trust. He is also the president of Windmill Capital Management, LLC and a partner of ActiveAllocator Group LLC.
Employment History
Current Registrations
Windmill Capital Adviser
State Registrations1 state
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