Westwind Capital
Assets Under Management
$795.9M
Number of Clients
1,131
Number of Advisors
6
Avg. Portfolio per Client
$704K
Avg. Managed per Advisor
$132.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Westwind Capital (WWC) provides investment management services through its FOCUS Program, using a disciplined, long-term approach tailored to each client's circumstances. WWC also offers financial planning services to help clients with investment education, advice, and long-term financial objectives. WWC's services are not exclusive and may involve asset management in conjunction with financial planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be negotiated at WWC's discretion. All cash, money market funds and bank sweep balances will be billed at the rate of the lowest fee-paying asset unless otherwise specified. Fixed Income/Treasury Management fees differ.
Fee Estimator
Areas of Practice
Location
1800 S. Telshor, Las Cruces, NM, 88011