Windsor Capital Management offers investment management services, including traditional discretionary and non-discretionary portfolio management, and advisory consulting. They tailor their services to individual client needs, helping clients determine financial goals, risk tolerance, and retirement planning. Windsor Capital Management may invest client assets according to model portfolios. They also provide general consulting services on securities and financial matters.
Assets Under Management$700M
Clients543
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual advisory fee for traditional portfolio management services ranges between 0.35% and 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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