Open Window Financial Solutions provides investment management and financial planning services. Investment management is offered on a discretionary basis, with fees based on a percentage of the value of your portfolio. Financial planning and consulting are also available separately for a negotiable fee. Open Window may recommend other professionals for implementation purposes, but clients are not obligated to use them.
Assets Under Management$250M
Clients101
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$570K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are negotiable and may be lower based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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