Joseph Robillard is a registered investment advisor at Windward Capital Management CO, based in Los Angeles, CA, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 125 clients with $1.3B 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 $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fee schedule is for All-Equity, Balanced or Customized Accounts. For Fixed-Income Accounts: First $10 million: 0.60%, Next $5 million: 0.50%, Next $5 million: 0.40%, Over $20 million: 0.30%. Mutual fund/529 plan accounts held directly with American Funds will be assessed a separate fee ranging from 0.25% to 1.00% annually.
Fee Estimator
Location
11111 Santa Monica Boulevard, Suite 1200, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph is involved in several investment-related activities, including owning rental properties, acting as President of Windward Capital Management Company (an affiliated RIA), and owning Mammoth Rock N Bowl (an entertainment/restaurant business). He dedicates nearly full-time hours to Windward Capital Management Company.
Employment History
Current Registrations
Windward Capital Management CO
S.L. Reed & Company
S.L. Reed & CompanyBroker
State Registrations7 states
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