Windy Hill Ventures offers investment advice on an ongoing or project basis. They review investment strategies, asset allocation, retirement planning, and estate planning considerations. They also actively manage investment portfolios for clients, tailoring the strategy to their needs and risk profile, investing in publicly traded securities. The firm also supervises personal assistants and provides photography services.
Assets Under Management$35M
Clients15
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be adjusted per negotiation based on the specific needs of the client and considering the nature and length of the relationship. A fixed monthly fee may also be negotiated as a supplement or alternative to the asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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