Windward Private Wealth Management provides wealth management services including financial planning and investment portfolio management. Financial planning covers tax, budgeting, retirement, estate, debt, charitable giving, and insurance. Windward primarily invests client assets in exchange-traded funds and mutual funds, tailoring portfolios to individual client needs and risk tolerance. Windward reviews portfolios and rebalances as needed. Clients can impose reasonable restrictions on their accounts.
Assets Under Management$270M
Clients235
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,001. Where Windward manages 529 plan assets, annual fees on these assets are 0.50% and are in addition to the wealth management fee and minimum quarterly fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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