Windfall Advisors LLC provides ongoing portfolio management and financial planning services tailored to individual client goals, objectives, and risk tolerance. They create an Investment Policy Statement for each client to guide investment decisions. Financial plans cover investment, insurance, tax, retirement, education, and debt/credit planning. Windfall Advisors also offers corporate retirement plan services. They primarily advise on mutual funds, fixed income, equities, and ETFs.
Assets Under Management$40M
Clients40
Advisors1
Avg. per Client$1M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $50.0M | 0.80% |
| $50M+ | 0.60% |
Fees are negotiable. The advisory fee is calculated based on the account balance at the ending date of the billing period - including accruals.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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