WINDMILLER

Overview

Windmiller is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm advises both individual/family clients and institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines asset-based fees and fixed fees. Windmiller does not present itself as a capital allocator and is not marked as an active ESG investor or a multi-state adviser. The firm lists an affiliation with an insurance company, which aligns with its use of annuities among client solutions.

Assets & Accounts

Investments & Alternatives