Assets Under Management
$581.7M
Number of Clients
134
Number of Advisors
4
Average Client AUM
$4.3M
AUM per Advisor
$145.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Winslow Asset Management, established in 1992, offers investment advisory services to both institutional and individual clients. They specialize in long-only equity and fixed income management, providing All-Cap Core Equity, Small Cap Core Equity, and Balanced portfolios tailored to client needs through asset allocation. Tax implications are considered when appropriate. The firm maintains discretionary investment agreements, allowing tactical decisions within defined guidelines, while clients can impose restrictions on investments.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable over $5 Million
3333 Richmond Rd #180, Beachwood, OH, 44122