Windemere Advisors provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Windemere Advisors may also recommend third-party investment advisors.
Assets Under Management$24M
Clients42
Advisors1
Avg. per Client$570K
Avg. per Advisor$24M
www.linkedin.com/in/sam-hogan-cpa-pfs-482401bb ·na8.salesforce.com/500c000001cufb8 ·www.windemereadvisors.com
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.45% |
| $3M+ | 0.40% |
Fees are negotiable and will not exceed 2.00% annually. Windemere Advisors may recommend SEI, in which case the total fee is 1.85%, with Windemere Advisors receiving 1.00% and SEI receiving 0.85%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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