Windsor Advisory Group offers family office services to wealthy individuals and families. These services may include consulting on taxes, trusts, charitable giving, insurance, banking, and private business transactions. Windsor acts as a personal CFO, coordinating with the family's team of professionals, including attorneys and accountants. Windsor manages investment portfolios, typically on a discretionary basis, using private investments, separately managed accounts, ETFs, and mutual funds.
Assets Under Management$2.6B
Clients501
Advisors14
Avg. per Client$5.2M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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