Windrose Advisors delivers sophisticated, highly customized financial advice and investment management to a select group of high-net-worth individuals, families, charitable foundations, and pooled investment vehicles. Windrose develops close relationships with clients, reviewing their risk tolerance, return expectations, liquidity constraints, and long-term goals before building an investment plan. The firm creates a proprietary investment platform across all asset classes, sourcing and managing investments and partnering with high-quality external managers. Windrose integrates financial planning into its investment recommendations, covering charitable giving, generational wealth transfer, liability management, retirement planning, estate planning, and insurance, while working closely with clients' attorneys and accountants. Windrose also establishes private pooled investment vehicles for client funds when appropriate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual advisory fee ranges up to 1.00% based on the market value of assets overseen. Clients also pay a 0.02% fee for reporting and data aggregation. Fees are negotiable in certain circumstances.