Leeward Investments is an investment advisor that focuses on value investing in small and mid-cap companies. Leeward manages investments for individuals, high net worth individuals, trusts, pension plans, mutual funds, and other institutions. Leeward also provides model portfolios to other investment advisors. Leeward integrates environmental, social, and governance (ESG) factors into its investment analysis.
Assets Under Management$2.8B
Clients2,522
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$1.4B
Fee Structure
Minimum Investment:$1.5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee range for US Value Strategies is 0.55% - 1.00%. Fees may be negotiable based on services required, size of assets, product type, delivery medium, investment capacity, and overall relationship size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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