Windmill Capital Adviser LLC (WCA) advises individuals, families, trusts, foundations, institutional investors, and other registered investment advisors. WCA specializes in clean energy investments, focusing on direct investments in clean energy projects through tax equity limited partnerships, secured notes, and preferred equity. WCA does not recommend individual stocks, bonds, mutual funds, or exchange-traded funds. WCA's investment strategies are tailored to client objectives, including tax minimization, income, and income with growth.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based upon specific circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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