Windle Wealth, LLC is a registered investment advisor founded in March 2014, managing approximately $251 million in assets. Led by Donald R. Windle III, the firm provides continuous investment management services tailored to individual client goals, utilizing either an Accumulation strategy to grow assets or a Distribution strategy to support current income needs. Investment management generally includes financial planning and access to the Wealth.com estate planning platform. In addition to portfolio management, Windle Wealth offers standalone financial planning, tax preparation services, and pension consulting for employee benefit plans. The firm primarily utilizes fundamental analysis when selecting investments, focusing mainly on income-producing equity securities while also accommodating fixed income, cryptocurrency, and digital asset strategies when requested. Windle Wealth acts as a fiduciary, legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Advisory fees are negotiable up to a maximum of 1.25% of assets under management. In rare occasions, a flat annual dollar amount may be negotiated.