Windermere Wealth Advisors offers investment management, financial planning, educational workshops, and consulting services. Windermere works with clients to develop an investment policy statement and then selects investments to meet those objectives. They provide ongoing monitoring and reporting. Financial planning is offered both as part of the investment management process and as a separate project.
Assets Under Management$81M
Clients57
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M+ | 0.50% |
Fees are negotiable in certain instances. The minimum annual fee for investment supervisory services is $10,000 per year per client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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