Windrose Advisors offers financial advice and investment management to high-net-worth individuals, families, and charitable foundations. Windrose develops investment strategies based on clients' needs, risk tolerance, and financial goals. Windrose also provides financial planning services, including charitable giving, generational wealth transfer, retirement planning, and estate planning. Windrose partners with external investment managers and uses both active and passive investment styles.
Assets Under Management$2.5B
Clients149
Advisors7
Avg. per Client$17M
Avg. per Advisor$360M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients also pay a 0.02% fee for reporting and data aggregation. Fees are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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