TradeWinds Wealth Management offers investment management, portfolio rebalancing, financial planning, retirement and estate planning, and tax consulting. Investment management is discretionary, meaning TradeWinds makes trades without prior client consent. Financial planning is offered to investment management clients. TradeWinds also manages a private hedge fund.
Assets Under Management$140M
Clients261
Advisors3
Avg. per Client$520K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.70% |
| $30.0M - $40.0M | 0.65% |
| $40.0M - $50.0M | 0.60% |
| $50M+ | 0.55% |
Advisory fees may be negotiated based on individual client circumstances. Some clients may also pay an additional 0.18% fee to Parametric Portfolio Associates LLC for sub-advisory services.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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