Leeward Financial Partners offers investment management, financial planning, and consulting services to high net worth individuals, foundations, endowments, and corporate assets. Leeward focuses on risk management, cost control, and transparency, tailoring its advisory services to clients’ individual needs. Leeward generally allocates client assets among exchange-traded funds and stocks.
Assets Under Management$320M
Clients179
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$2M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.60% |
Fees are negotiable based on factors such as the size and complexity of the mandate, the services to be provided, anticipated additional assets to be added to the account, and other unique needs or attributes of the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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