Overview
- Headquarters
- Fort Worth, TX
- Total Firm Assets
- $1.7 billion
- Average High-Net-Worth Client Portfolio Size
- $83.6 million
- Stated Minimum Account Size
- $50,000,000
Fee Disclosure
Source: TAILWIND PART 2A BROCHURE (2026-03-24) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $50,000,000 | 0.62% |
| $50,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | Below minimum client size | |
| $50 million | $312,500 | 0.62% |
| $100 million | $512,500 | 0.51% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 74.92%
- Number of High-Net-Worth Clients
- 15
- Total Client Accounts
- 21
- Discretionary Accounts
- 15
- Non-Discretionary Accounts
- 6
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 150081
- TAILWIND PART 2A BROCHURE (2026-03-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗