Windward Partners provides investment management services tailored to each client's investment goals. After a consultation, Windward and the client determine the most appropriate service. Windward focuses on income-oriented securities while maintaining the appropriate asset allocation. Windward does not provide tax preparation, tax advice, or legal counsel.
Assets Under Management$30M
Clients39
Advisors1
Avg. per Client$760K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K+ | 1.00% |
Clients with portfolios comprised only of fixed income products will be charged on assets under management at the annual rate of 0.80%. At no time will the annual fee exceed 3% of the investment portfolio for any client, with the exception of accounts subject to the $2,500 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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