Windham Financial Services provides ongoing portfolio management services to individual investors, trusts, retirement plan participants, and institutions. Windham Financial Services builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, closed-end funds, and options. The firm utilizes fundamental, quantitative, and technical research, alongside risk-management strategies like asset allocation and tactical hedging, to seek capital appreciation and income. Windham Financial Services does not require a minimum account size to open a managed account.
Assets Under Management$26M
Clients36
Advisors2
Avg. per Client$710K
Avg. per Advisor$13M
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 based on the value of your portfolio, product mix, asset allocation, investment strategies, and your objectives.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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