WindRock Wealth Management provides portfolio advisory services, including asset allocation and research on public and private investment opportunities. WindRock offers Family Office Solutions for families with over $10 million and Wealth Management Services starting at $500,000. WindRock connects clients with third-party service providers for financial planning needs. WindRock also offers retirement plan services to retirement plan sponsors.
Assets Under Management$290M
Clients73
Advisors4
Avg. per Client$4M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
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% |
Minimum quarterly fee of $1,875 for portfolios under $10 million; minimum quarterly fee of $12,500 for portfolios exceeding $10 million. Fees may be subject to different arrangements based on factors such as size and type of assets, complexity and client needs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...