Highwind Wealth Management offers investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's goals, risk tolerance, and tax considerations. Financial planning covers areas like business planning, cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. Tax preparation services are also available. Highwind Wealth Management tailors its services to meet individual client needs.
Assets Under Management$23M
Clients32
Advisors1
Avg. per Client$720K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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