Tailwind Advisors provides investment advisory services to high net worth individuals and families, as well as pooled investment vehicles. Tailwind works with clients to identify their goals, risk tolerance, and tax situation to establish a strategic asset allocation. Tailwind also manages a privately offered pooled investment vehicle. Investment advisory services are tailored to the individual needs of each client.
Assets Under Management$1.6B
Clients21
Advisors6
Avg. per Client$74M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.63% |
| $50M+ | 0.40% |
Fees are negotiable and dependent on the makeup of the investment portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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