Tradewinds Investment Advisors provides investment management services using primarily publicly traded equities, fixed income, and cash equivalents. Portfolios are tailored to individual client needs based on age, financial goals, risk tolerance, and other relevant factors. Clients can place restrictions on investments, but Tradewinds may resign if the restrictions are too limiting.
Assets Under Management$2.3M
Clients8
Advisors1
Avg. per Client$290K
Avg. per Advisor$2.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $30.0M | 0.75% |
| $30M+ | 0.60% |
Fees are generally negotiable for clients with assets under management above $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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