Autumn Wind Asset Management offers investment advice and manages portfolios for high net worth individuals, trusts, estates, charities, foundations, endowments, corporations, and small businesses. Autumn Wind focuses on building and preserving wealth through client-driven asset allocation and managing global equity and fixed income allocations. The firm primarily manages domestic equities and core fixed income internally, while using independent money managers for specialty asset classes.
Fee Structure
Autumn Wind Asset Management charges an annual fee based on the value of your investments, ranging from 0.30% to 1.5%. The specific fee depends on the size and complexity of your account. You'll be billed monthly, and the fee may be negotiable. The firm has a minimum account opening balance of $1 million, but may accept lower amounts on a case-by-case basis.