Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Annual Fee Schedule for All-Equity, Balanced or Customized Accounts
Fee Estimator
The fee for portfolio management is based on a percentage of assets under management. For all-equity, balanced, or customized accounts, the fee ranges from 1.25% on the first $3 million to 0.75% on assets over $10 million. For fixed-income accounts, the fee ranges from 0.60% on the first $10 million to 0.30% on assets over $20 million. Fees are billed quarterly in advance. Fees are negotiable depending on individual client circumstances. Mutual fund/529 plan accounts held directly with American Funds will be assessed a separate fee ranging from 0.25% to 1.00% annually.
Areas of Practice
Advisor Information
Office location
11111 Santa Monica Blvd, Suite 1200, Los Angeles, CA, 90025
Get directionsRegulatory 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.
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Donald is the Chief Investment Officer and Portfolio Manager at Windward Capital Management Company, a registered investment advisor. He dedicates nearly full-time hours to this affiliated RIA.