Windle Wealth manages investment portfolios and provides financial planning services to individuals, high net worth individuals, charitable organizations, and corporations. Financial planning covers areas like college savings, estate planning, tax planning, financial goals, investment analysis, retirement planning, and risk management. Windle Wealth also offers tax preparation services for investment management clients.
Assets Under Management$210M
Clients353
Advisors2
Avg. per Client$590K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard advisory fee is negotiated as a percentage with a max fee of 1.25%. In rare occasions Windle Wealth may negotiate a flat annual dollar amount.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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