238 Robinson Street,
At Westwind Financial, we understand every client is different and that clients have distinctly unique needs. Therefore, we have built a flexible fee schedule for clients ranging in needs, from the most basic financial planning to sophisticated wealth management.
For new client engagements not existing clientele
We provide a 30 minute complimentary initial consultation to all prospective clientele.
We complete a financial overview and analysis for all prospective clients at no cost.
We charge engagement fees based on the amount of work in a personal financial planning project.
We charge investment advisory fees based on the amount of personal involvement needed and total investable assets.2
We also offer other products and services not mentioned. Please consult with your representative for further details. separate from any commission.
Generally Investment Management fees are discounted by account size and family house holding. The maximum annual management fee is 1.45% up to $250,000; 1.35% up to $500,000; 1.25% up to $1,000,000; 1.00% over $1,000,000.
Financial Planning Consulting Fees
Estates from $100,000 to $500,000
Estates from $500,000 - $1,000,000
Estates from $1,000,000 - $3,000,000
Estates from $3,000,000 - $5,000,000