Open Window Financial Solutions, LTD.
Assets Under Management
$245.8M
Number of Clients
101
Number of Advisors
2
Average Client AUM
$2.4M
AUM per Advisor
$122.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Open Window Financial Solutions provides discretionary investment advisory services on a fee-only basis. They also offer financial planning and consulting services on a stand-alone fee basis. The firm utilizes mutual funds and ETFs, including those from Dimensional Fund Advisors (DFA). They do not recommend or advocate for cryptocurrency investments.
Fee Structure
Minimum Investment:$570K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are negotiable and may be lower based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Location
4741 Caughlin Parkway, Suite 3, Reno, NV, 89519
