Windward Wealth Strategies provides professional investment management and financial planning services for individuals, families, and employee benefit plans. Founded in 2015 and based in Oshkosh, Wisconsin, Windward Wealth Strategies builds customized investment portfolios using domestic and foreign stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. The firm manages investments with the authority to make trades on your behalf based on your personal risk tolerance and goals. In addition to portfolio management, Windward Wealth Strategies offers comprehensive financial planning covering retirement projections, investment policy creation, cash flow management, and coordination with your other professionals like accountants and attorneys. The firm also consults on employer-sponsored retirement plans such as 401(k) plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
All portfolio fees are subject to negotiation depending upon total value of assets managed, asset type, and servicing requirements.