Leeward Financial Partners brings an institutional perspective and investment expertise to high-net-worth and ultra-high-net-worth individuals, foundations, endowments, and corporate assets. Founded in 2017 and based in Bellevue, Washington, Leeward focuses on risk management, cost control, and transparency. Leeward offers tailored investment management and financial planning services on a discretionary basis, meaning the firm makes trades on your behalf without asking first. The investment process emphasizes long-term asset allocation and diversification primarily using exchange-traded funds and individual stocks, backed by thorough research. Leeward creates bespoke portfolios designed around each client's unique financial goals, risk comfort level, liquidity needs, tax considerations, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable based on account size, complexity, and other specific client needs.