Open Window Financial Solutions, Ltd.
Assets Under Management
$245.8M
Number of Clients
101
Number of Advisors
2
Average Client AUM
$2.4M
AUM per Advisor
$122.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Open Window Financial Solutions provides discretionary investment advisory services on a fee-only basis. They also offer financial planning and consulting services on a stand-alone fee basis. The firm utilizes mutual funds and ETFs, including those from Dimensional Fund Advisors (DFA). They do not recommend or advocate for Bitcoin, cryptocurrencies, or digital assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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
The firm charges an annual investment advisory fee based on a percentage of the market value of your assets, generally between a negotiable rate and 1.75%. Financial planning and consulting services are offered on a stand-alone basis at a negotiable hourly rate, generally $650 per hour. The firm generally requires an annual minimum fee of $10,000 for investment advisory services. Clients with less than $571,428 in assets under management will pay a higher percentage annual fee than the 1.75% maximum.
Areas of Practice
Location
4741 Caughlin Parkway, Suite 3, Reno, NV, 89519
