Jolie Tixier
Advisor at Westwind Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Westwind Capital
Location
Las Cruces, NM 88011
Credentials
Series 65
Industry experience
2 years
About
Jolie Tixier is a financial advisor at Westwind Capital in Las Cruces, NM, holding a Series 65 designation with two years of industry experience. She previously worked at Spence Asset Management and spent ten years with the New Mexico State University Foundation. Westwind Capital manages approximately $796 million for a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts, offering discretionary asset management and financial planning through its FOCUS Program. The firm employs a disciplined, long-term investment approach across multiple strategies and actively manages pooled vehicles and institutional mandates.
Expertise
Based on Westwind Capital
Active portfolio management
Options & derivatives strategies
Income planning
Tax-loss harvesting
Fee options
Financial planning fees may be charged as fixed fees; fees negotiated per client
$0 - $250,000: 1.50% annually (Equity) $250,001 - $750,000: 1.25% annually (Equity) $750,001 - $1,000,000: 1.00% annually (Equity) $1,000,001 - $10,000,000: 0.75% annually (Equity) $500,000 - $1,000,000: 0.75% annually (Fixed Income/Treasury Management) $1,000,001+: 0.60% annually (Fixed Income/Treasury Management) No minimum stated+: 0.30% annually (Treasury Management)
Financial planning fees may be charged hourly; fees negotiated per client
Account minimum: $100,000 Fee-only: Negotiable hourly or fixed fees for financial planning services
Location
1800 S. Telshor
Las Cruces, NM 88011
Most active in
Jolie T has reported serving >5 clients in these states in the last 12 months.
New Mexico
Work history
Spence Asset Management
2023 - Present (3 years)
Spence Asset Management
2022 - Present (4 years)
New Mexico State University Foundation
2011 - 2021 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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