Windsor Securities, Inc.

Financial Advisor in Ardmore, PA

Firm Info
Address: 25 E Athens Ave, Ardmore, PA 19003, USA
Website:
Phone: (610) 642-3100

Firm Size
Assets Under Management: $90 million
# of Advisors: 1
# of Clients: 95
Client to Advisor Ratio: 95:1
Average Account Size: $947,368
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles

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

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

  • Investment Companies
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Performance-based Fees

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Windsor Securities Inc Overview

WINDSOR SECURITIES INC is a fee only advisory firm that has been providing investment advice since 1976. The firm's headquarters are located in Ardmore, PA. As a registered investment advisory firm, WINDSOR SECURITIES INC specializes in portfolio management for both individuals and small businesses. Their services also extend to the management of pooled investment vehicles. In addition to providing investment advice, WINDSOR SECURITIES INC is also an insurance broker/agent, offering clients a wide range of insurance options to choose from. As a result, clients can rest assured that they are receiving comprehensive investment advice that takes into account all aspects of their financial well-being, not just their investment portfolios. Whether you are an individual looking to invest your hard-earned money or a small business hoping to boost your financial returns, WINDSOR SECURITIES INC has the portfolio management expertise to help you achieve your goals. Their commitment to providing fee only advisory services ensures that their advice is always unbiased and in the client's best interests.

WINDSOR SECURITIES INC caters to a diverse range of clientele in every sphere of investment. Whether you're an individual investor looking to grow your wealth or a high net worth individual seeking personalized investment solutions, WINDSOR SECURITIES INC can provide the services you need. The firm also serves investment companies, charitable organizations, and other corporate structures seeking to secure their financial futures. Additionally, the firm accommodates other types of clients not explicitly mentioned here. When it comes to the fee structures available at WINDSOR SECURITIES INC, the firm offers a range of options, depending on the type of service provided. Clients can choose a percentage of assets under management (AUM) for the management of their accounts. The firm also provides performance-based fees, another model of payment that aligns the interests of both the investor and the portfolio manager. This fee structure incentivizes fund managers to maximize returns for their clients' portfolios. WINDSOR SECURITIES INC's experienced advisors will work with clients to create custom investment plans and fees that best fit their needs, ensuring a mutually beneficial partnership aimed at wealth creation.

Typical Clients, Fee Structures & Investment Minimum

According to the note about investment minimums in their Part 2 Brochure, Windsor Securities Inc has a minimum account size of $50,000 for mutual funds and variable insurance products, unless otherwise negotiated.

How This Office Can Help Ardmore, PA Residents

As a financial services firm, Windsor Securities, Inc. provides a range of services to clients in Ardmore, PA, and surrounding areas. Some of the specific financial situations individuals in Ardmore might be facing include retirement planning and investment management, debt management, and estate planning. For those nearing retirement, Windsor Securities can help create a customized plan that takes into account their unique goals, risk tolerance, and financial situation. They can also assist in managing investments and maximizing returns while minimizing risk. For those struggling with debt, Windsor Securities can provide guidance on consolidating and paying off debt, as well as creating a budget and developing better financial habits to avoid future debt issues. Additionally, their estate planning services can help clients protect their assets and ensure their wishes are carried out in the event of incapacity or death. Overall, Windsor Securities, Inc. offers a variety of financial solutions to help clients in Ardmore, PA, reach their financial goals and navigate life's challenges.

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

Services Offered by Windsor Securities 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 Securities 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)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
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 25 E Athens Ave, Ardmore, PA 19003, USA
Phone (610) 642-3100
Directions
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Other Office Locations

This firm has no other locations.


Disciplinary History

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