Windsor Advisory Group, LLC

Windsor Advisory Group, LLC is an investment advisory firm established in 2002, based in Columbus, Ohio. The firm specializes in providing family office services to highly successful individuals, families, and family offices. Services offered include consulting on various financial matters such as taxes, trust and estate, charitable giving, and private business transactions. The firm typically manages portfolios on a discretionary basis, but also offers client consult relationships where clients can direct certain securities transactions. Windsor Investment Vehicles, managed by the firm, serve as private investment funds for clients, with a minimum initial investment of $250,000. The fee structure includes an annual advisory fee of 0.50% for assets under management of $10 million or more, and 0.65% for assets under $10 million. Fees are calculated based on the value of assets at the end of each month and are prorated accordingly. The firm does not charge performance-based fees. Clients are provided with quarterly portfolio reports and have the option to receive unaudited results for Windsor Investment Vehicles. Windsor Advisory Group acts as a fiduciary and does not have any disciplinary events to report. The firm does not have physical custody of client assets but may have custody under certain money movement activities. Clients are urged to review custodial statements regularly.