Windward Wealth Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$202,174,551
Total clients
81
46% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
41
Average account size
$2,495,982
Client services
Fee options
$500-$2,500, depending on service requested and complexity
$0 - $2 Million or less: 1.00% Over $2 Million - $10 Million: 0.75% Over $10 Million+: 0.60%
$100-$500 per hour, depending on complexity and qualifications
Account minimum: $250,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Windward Wealth Strategies, Inc.
2370 State Road 44, Suite A
Oshkosh WI 54904, United States
Number of offices
1
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