Windward Capital Management CO
Assets Under Management
$1.3B
Number of Clients
125
Number of Advisors
3
Average Client AUM
$10.6M
AUM per Advisor
$442.0M
Compensation
Fee-Only (AUM)
About This Firm
Windward Capital Management Company, located in Los Angeles, CA, offers discretionary portfolio management services tailored to clients' needs and investment objectives. They may use sub-advisers and model portfolios. The firm advises on various investments including equities, bonds, mutual funds, and ETFs. They also offer sub-advisory services to other registered investment advisers. Investment strategies are based on each client's financial situation.
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
Location
11111 Santa Monica Boulevard, Suite 1200, Los Angeles, CA, 90025