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Joseph Robillard

Windward Capital Management CO
15 Years of Experience
Los Angeles, CA
View SEC Summary
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Joseph Robillard is a registered investment advisor at Windward Capital Management CO, based in Los Angeles, CA, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 169 clients with $1.9B in assets under management.

Windward Capital Management CO
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
169 clients
Average Client Portfolio
$11.0M average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.85%
$10M+0.75%

Rates shown are for all-equity, balanced, or customized accounts. Fixed-income accounts have a separate schedule starting at 0.60% down to 0.30%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11111 Santa Monica Boulevard, Suite 1200, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Joseph is involved in several investment-related activities, including owning rental properties, acting as President of Windward Capital Management Company (an affiliated RIA), and owning Mammoth Rock N Bowl (an entertainment/restaurant business). He dedicates nearly full-time hours to Windward Capital Management Company.

Employment History
Current Registrations
Windward Capital Management CO
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
S.L. Reed & CompanyBroker
January 2011 - September 2026 · 15 yrs 8 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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