Assets Under Management
$1.3B
Number of Clients
125
Number of Advisors
3
Average Client AUM
$10.6M
AUM per Advisor
$442.0M
Compensation
Fee-Only (AUM)
Windward Capital Management Company offers discretionary portfolio management services tailored to clients' needs and investment objectives. They may use sub-advisers and model portfolios. They also offer advice on various types of investments. The firm benefits financially from IRA rollovers when deemed in the client's best interest.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Annual Fee Schedule for All-Equity, Balanced or Customized Accounts
11111 Santa Monica Boulevard, Suite 1200, Los Angeles, CA, 90025