Windward Capital Management Company offers investment advice tailored to meet individual client needs and investment objectives. Windward offers discretionary portfolio management services, potentially using sub-advisers and model portfolios. Windward may recommend third-party money managers. Windward advises on various investments, including equities, bonds, and ETFs.
Assets Under Management$1.3B
Clients125
Advisors3
Avg. per Client$11M
Avg. per Advisor$440M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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