WindRock Wealth Management offers wealth management and family office solutions for individuals, families, and retirement plan sponsors, typically requiring a minimum investment of $500,000. WindRock approaches portfolio management by analyzing macroeconomic trends to build diversified portfolios across global equities, global bonds, hard assets, and unique private investments. WindRock provides discretionary investment management, coordinates information with clients' other professional service providers such as estate planners and accountants, and offers specialized private placement opportunities through affiliated entities. WindRock does not provide direct financial planning, tax, or legal advice, but assists clients in executing financial decisions like gifting, charitable contributions, and retirement plan distributions. WindRock operates out of Naperville, Illinois, and is led by founder and principal Brett Rentmeester.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.25% |
| $3.0M - $8.0M | 0.90% |
| $8.0M - $18.0M | 0.70% |
| $18M+ | 0.25% |
Fees are billed quarterly in advance. Minimum annual fee of $7,500 for Wealth Management Services and $50,000 for Family Office Solutions. Fees may be negotiable.