Tailwind Wealth offers wealth management services to individuals, trusts, and estates. They gather information about your investment goals, risk tolerance, and financial situation to design a customized investment portfolio. Tailwind evaluates and selects ETFs, mutual funds, stocks, and bonds for inclusion in portfolio strategies. They also use a third-party platform to manage held-away assets, such as defined contribution plan participant accounts.
Fee Structure
Tailwind Wealth charges a fee based on the value of your investments. The fee is up to 1.00% annually, and is based on the complexity of the services, the amount of assets managed, and the overall relationship. The fee is charged quarterly, in advance. There is a $2,500 minimum annual fee, which may be waived or adjusted.