Winslow Asset Management INC

Fee-Only (% of Portfolio)Fixed/Hourly

Winslow Asset Management offers investment advice to both institutional and individual clients, managing each account separately. They specialize in equity and fixed income investments, offering All-Cap Core Equity, Small Cap Core Equity, and Balanced portfolios. For individual clients, Winslow tailors asset allocation to meet their specific needs, considering tax implications for fixed income and capital gains. Winslow makes investment decisions for clients without prior consultation, but within agreed-upon guidelines. Clients can also request restrictions on specific securities or types of securities.

Assets Under Management$580M
Clients134
Advisors1
Avg. per Client$4.3M
Avg. per Advisor$580M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.75%

Fees are negotiable over $5 Million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm