Eastwind Capital Wealth Management offers customized portfolio management services through its Specialized Strategic Investment Model, which seeks income while preserving capital. They also offer financial consulting services for a negotiable hourly fee. Eastwind requires discretionary authority to manage client accounts, allowing them to make trades without prior approval.
Fee Structure
Eastwind Capital Wealth Management charges an annual management fee ranging from 1% to 2.0% for its Specialized Strategic Investment Model. The fee is calculated based on the value of your account at the end of each month and is billed monthly. The minimum to open an account is $50,000, but both the management fees and minimums are negotiable. You will also pay execution costs to Charles Schwab & Co., Inc.