About
Windham Wealth Management is a registered investment advisory firm located in northwest Oregon. We are committed to helping families and small companies achieve their financial goals.
What makes Windham Wealth Management different?
You can learn more about Windham Wealth Management by visiting the Investment Advisor Public Disclosure website here. Enter our firm name in the search to view our registration form, called ADV Part 1.
You may also view our ADV Part 2A and 2B, known as the Disclosure Brochure (Part 2A) and supplement (Part 2B). These documents provide important disclosures about our business practices, billing procedures, investment methods, and most importantly, conflicts of interest.
What makes Windham Wealth Management different?
- A Wealth Management Plan or Retirement Plan Guidelines created with you and for you. We do not use planning software that churns out off-the-shelf plans. Every Windham Wealth Management plan is custom tailored to each client. Our plans adapt to you, and change with you over time.
- Every decision is rooted in the principles, goals and a legacy that are all uniquely yours.
- A propriety service model that includes action items. You will know exactly what we're going to do, and we'll tell you when it's done.
- Service commitments in writing that are the keystone of our service model.
You can learn more about Windham Wealth Management by visiting the Investment Advisor Public Disclosure website here. Enter our firm name in the search to view our registration form, called ADV Part 1.
You may also view our ADV Part 2A and 2B, known as the Disclosure Brochure (Part 2A) and supplement (Part 2B). These documents provide important disclosures about our business practices, billing procedures, investment methods, and most importantly, conflicts of interest.
Fees
Our fees are simple and transparent. We charge an asset-based fee. Your fee is a fixed percentage of the total value of all assets managed by Windham. We bill fees quarterly in arrears. Windham does not charge a fee on client assets over $8,000,000.
Our fees are billed according to the schedule below:
Total Client Assets Annual Fee
$0 to $1,999,999 1.00%
$2,000,000 to $8,000,000 0.65%
$8,000,000+ No additional fee, fees are capped
Here’s how you can get an idea of your fee with Windham.
For accounts $0 to $2,000,000: [Your Total Assets] x .01 = Your annual fee (divide by 4 for your quarterly fee)
For accounts $2,000,000 to $8,000,000: [Your Total Assets] x .0065 = Your annual fee (divide by 4 for your quarterly fee)
For accounts in excess of $8,000,000, our fee is capped. We do not charge additional fees for assets in excess of $8,000,000
Our fees are billed according to the schedule below:
Total Client Assets Annual Fee
$0 to $1,999,999 1.00%
$2,000,000 to $8,000,000 0.65%
$8,000,000+ No additional fee, fees are capped
Here’s how you can get an idea of your fee with Windham.
For accounts $0 to $2,000,000: [Your Total Assets] x .01 = Your annual fee (divide by 4 for your quarterly fee)
For accounts $2,000,000 to $8,000,000: [Your Total Assets] x .0065 = Your annual fee (divide by 4 for your quarterly fee)
For accounts in excess of $8,000,000, our fee is capped. We do not charge additional fees for assets in excess of $8,000,000
