Windsor Wealth Management

Wealth Management Firm in Zionsville, IN

Firm Info
Address: 500 E 96th St Suite 450, Indianapolis, IN 46240, USA
Phone: (317) 848-3005

Firm Size
Assets Under Management: $1.9 billion
# of Advisors: 11
# of Clients: 3,184
Client to Advisor Ratio: 289:1
Average Account Size: $609,736
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Windsor Wealth Management, Inc. Overview

WINDSOR WEALTH MANAGEMENT, INC. is a registered investment advisory firm that has been providing investment advice since 1986. Located in Indianapolis, IN, the firm is committed to offering comprehensive financial planning and portfolio management services to individuals, small businesses, and institutional clients. As a fee-only firm, WINDSOR WEALTH MANAGEMENT, INC. is dedicated to providing unbiased advice and is not incentivized to recommend any products or services that could potentially create conflicts of interest. The firm specializes in investment advice only, which means that their focus is on providing sound investment guidance rather than selling financial products. The team at WINDSOR WEALTH MANAGEMENT, INC. is made up of experienced professionals who have a deep understanding of the complexities of the investment landscape. They work closely with their clients to develop customized strategies that meet their unique requirements and help them achieve their financial goals. WINDSOR WEALTH MANAGEMENT, INC. offers a range of services, including financial planning and portfolio management for individuals, small businesses, and institutional clients. Their expertise in managing portfolios for businesses has helped many clients achieve long-term financial success and growth. The firm's commitment to providing personalized attention to their clients has earned them a reputation as a trustworthy and reliable partner in the world of investment management. Overall, WINDSOR WEALTH MANAGEMENT, INC. is a reputable and well-established firm that offers sound investment advice and comprehensive portfolio management services to their clients.

WINDSOR WEALTH MANAGEMENT, INC. is a prominent financial advisory firm providing comprehensive wealth management solutions to a diverse range of clients. With a focus on delivering customized strategies, the firm caters to the financial needs of individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and various other types of corporations. The firm's unparalleled expertise and experience enable them to serve an extensive client base efficiently. WINDSOR WEALTH MANAGEMENT, INC. offers flexible fee structures depending on the services provided. Clients can choose from a percentage of assets under management (AUM) fee structure, hourly fees, or fixed fees. The AUM fee structure is a common fee arrangement where clients pay a percentage of their total assets under management to the firm. On the other hand, the hourly fee structure is based on the amount of time the advisor spends on the client's portfolio, and the fixed fee structure is a flat fee charged for a specific task or service. With an array of fee structures, the firm can cater to different clients' financial circumstances, ensuring that they receive competitive pricing and the value they deserve.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Windsor Wealth Management, Inc. does not mention an investment minimum.

How This Office Can Help Zionsville, IN Residents

Windsor Wealth Management is a financial service that is dedicated to assisting clients in Zionsville, IN. One of the core strengths of Windsor Wealth Management is their ability to provide customized financial plans that cater to the unique needs of each client. The professionals at Windsor understand that each individual has a different financial situation and that everyone’s goals and objectives differ. As such, they create personalized solutions that target each client’s major financial concerns. Clients in Zionsville, IN might be facing a variety of financial situations ranging from retirement planning to reducing taxes, managing investments, and protecting assets. Windsor Wealth Management specializes in addressing these diverse financial needs, ensuring that each client’s unique scenario is evaluated and addressed appropriately. Their team of financial experts are seasoned and possess the knowledge and expertise required to provide clients with sound advice that is informed by years of experience in the field. By offering tailored solutions and putting their clients’ needs at the forefront, Windsor Wealth Management has established themselves as a reliable financial partner to residents of Zionsville, IN.

To view the Minimum Investment and Fee Schedule for Windsor Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Windsor Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Windsor Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 500 E 96th St Suite 450, Indianapolis, IN 46240, USA
Phone (317) 848-3005
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Windsor Wealth Management, Inc. is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Michigan
  • Nebraska
  • New Hampshire
  • New Mexico
  • North Carolina
  • Ohio
  • Tennessee
  • Texas
  • Vermont

Disciplinary History

Windsor Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.