Windsor Advisory Group provides customized investment management, consulting, and family office services, acting as a personal chief financial officer for ultra-high-net-worth individuals and families. Windsor Advisory Group coordinates with clients' other professionals—such as attorneys and accountants—to manage taxes, trusts and estates, charitable giving, insurance, banking, and private business transactions. For investment management, Windsor Advisory Group creates personalized cash flow and investment plans implemented through exchange-traded funds, mutual funds, separately managed accounts, and private investments. Windsor Advisory Group also serves as the manager for proprietary private investment vehicles designed to give clients access to specific underlying private funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. Fixed fees or project-based fees may also be charged depending on services.