Windmills Capital Inc. is an investment advisory firm that manages investment portfolios based on clients' objectives, using a tactical allocation strategy to reduce risk and increase performance. They use various securities and may recommend redistributing investment allocations to diversify portfolios. Windmills Capital may also refer clients to third-party money managers and may receive payment for selling variable annuities and a risk management platform.
Assets Under Management$5.3M
Clients13
Advisors1
Avg. per Client$400K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable under unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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