Eastwind Capital Wealth Management
Assets Under Management
$69.6M
Number of Clients
334
Number of Advisors
3
Average Client AUM
$208K
AUM per Advisor
$23.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Eastwind Capital Wealth Management offers customized portfolio management services via a Specialized Strategic Investment Model, seeking income and capital preservation. They also offer financial consulting services for a negotiable hourly fee. The firm requires discretionary authority to manage client accounts.
Fee Structure
For Specialized Strategic Investment Model accounts, the firm charges an annualized management fee ranging from 1% to 2.0%, billed monthly in arrears, based on the account asset value. The minimum to open an account is $50,000, and management fees and minimums are negotiable. Financial consulting services are offered for a negotiable fee of $200 per hour.
Areas of Practice
Location
921 Eastwind Drive, Suite 101, Westerville, OH, 43081