SecondWind Asset Management provides investment advisory services, specializing in asset management. They create tailored portfolios using individual stocks, bonds, exchange traded funds (ETFs), options, mutual funds, and other securities. Portfolios are reviewed quarterly and rebalanced as needed based on client goals and objectives. SecondWind acts as a fiduciary, prioritizing client interests and maintaining open communication.
Assets Under Management$5.8M
Clients4
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.10% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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