Windham Financial Services provides ongoing investment management to individuals, pension plans, trusts, businesses, and institutional clients. Windham Financial uses stocks, bonds, mutual funds, exchange traded funds (ETFs), closed-end funds, and option strategies to help clients achieve capital appreciation and income. Windham Financial may also provide investment consulting services to institutional clients on a negotiated fixed fee basis.
Assets Under Management$14M
Clients40
Advisors2
Avg. per Client$340K
Avg. per Advisor$6.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and discounts depend on assets under management, product mix, asset allocation, complexity of investment strategies, and client investment objectives.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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