Point Windward Advisors, Inc.'s Form ADV discloses 1.50% on the first $1 million, 1.25% on the next $1 million, and 1.00% on assets above $2 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #110457), Point Windward Advisors, Inc. is subject to fiduciary duty under federal law.
Point Windward Advisors, Inc. is headquartered in NEW YORK, NY.
Point Windward Advisors, Inc. serves 48 high-net-worth clients according to their SEC filing dated June 2, 2026. View client details ↓
According to their SEC Form ADV, Point Windward Advisors, Inc. offers financial planning and portfolio management for individuals. View all service details ↓
Point Windward Advisors, Inc. manages $359 million in client assets according to their SEC filing dated June 2, 2026.
According to their SEC Form ADV, Point Windward Advisors, Inc. serves high-net-worth individuals. View client details ↓