Jay Willadsen is a CFA-designated registered investment advisor at Leeward Investments, based in Boston, MA, with 9 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,522 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee range for US Value Strategies is 0.55% - 1.00%. Fees may be negotiable based on services required, size of assets, product type, delivery medium, investment capacity, and overall relationship size.
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Location
201 Washington Street, 29th Floor, Boston, MA, 02108
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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 →Employment History
Current Registrations
Leeward Investments
Previous Registrations
Lmcg Investments, LLC
State Registrations1 state
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