Windward Wealth Strategies offers investment management on a discretionary basis, managing investments like stocks, bonds, and alternative investments. They also provide financial planning services to help clients pursue their financial goals. Windward Wealth Strategies offers consulting services to pensions or other employee benefit plans (including but not limited to 401(k) plans).
Assets Under Management$250M
Clients397
Advisors2
Avg. per Client$630K
Avg. per Advisor$130M
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Fee Structure
Minimum Investment:$250K
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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