Steven Gammage
Steven Gammage is a CFA-designated registered investment advisor at Windward Partners, L.L.C., based in Canton, GA, with 21 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 39 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K+ | 1.00% |
Clients with portfolios comprised only of fixed income products will be charged on assets under management at the annual rate of 0.80%. At no time will the annual fee exceed 3% of the investment portfolio for any client, with the exception of accounts subject to the $2,500 minimum annual fee.
Fee Estimator
Location
Canton, GA
Get directionsHistory
Regulatory History (1)
Regulatory
October 2006Employment History
Current Registrations
Windward Partners, L.L.C.
Previous Registrations
Caz Investments L.P.
State Registrations3 states
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