Windermere Wealth Advisors, LLC

Windermere Wealth Advisors, LLC is a Wisconsin-registered investment advisory firm that was established in April 2010. The firm's primary line of business is investment supervisory services, with Pam Evason as the sole owner and Managing Director. Windermere offers investment supervisory services, financial planning, educational workshops/webinars, and consulting services. The firm assists clients in developing investment objectives, asset allocation ranges, and investment restrictions. They select and manage various securities, recommend unaffiliated investment managers, and provide performance reporting. Windermere manages client assets totaling $80,900,000 as of December 31, 2024, with 75% being discretionary assets and 25% non-discretionary assets. The firm also offers financial planning services, project-based financial planning, educational workshops/webinars, and consulting services. Windermere's fees for investment supervisory services are calculated as a percentage of the total account value, with a minimum annual fee of $10,000 per client. The firm does not charge performance-based fees and primarily serves individuals, high net worth individuals, and business entities with a minimum aggregate account size of $1 million. Windermere provides investment discretion on a discretionary basis, allowing them to act on behalf of clients without consulting them on each decision. The firm's investment strategies involve long-term purchases, short-term purchases, trading, margin transactions, and option writing. Clients are responsible for voting on their securities, and Windermere does not vote proxies on their behalf. The firm does not receive compensation for the sale of securities or other investment products. Windermere recommends using Charles Schwab & Co., Inc. as the qualified custodian and broker. The firm's Chief Investment Strategist, Kenneth Evason, has over 40 years of investment management experience, while the Managing Director, Pamela Evason, has a background in audit practice and holds the CFA designation.