Windsor Capital Management, LLC is a fee-only registered investment advisory firm specializing in equity, fixed income and balanced portfolio management. As a fee-only advisor, our compensation is derived solely from our annual advisory fee, based on assets under management. We do not receive commissions or any type of compensation for the buying or selling of any security or product. We manage portfolios for families, high net-worth individuals and institutional clients. Serving clients in over thirty states, we are dedicated to personal attention and goal-oriented investment management.
Our Core Beliefs:
We believe that advisors should provide independent, conflict-free guidance and advice.
We feel many advisors make investing way too complicated, sometimes to justify high fees.
We believe proper diversification and discipline are the keys to a successful investment plan.
We feel clients should have an individual plan tailored and designed for their needs, versus a cookie-cutter industry product.
We believe the average fees in this industry are too high and become a drag on performance.