Assets Under Management
$237.3M
Number of Clients
184
Number of Advisors
3
Average Client AUM
$1.3M
AUM per Advisor
$79.1M
Compensation
Fee-Only (AUM)
Washburn Capital Management, Inc. offers discretionary portfolio management services tailored to meet clients' individual needs and investment objectives. They work closely with clients to understand their financial circumstances, investment objectives, risk tolerance, and time horizon. They advise on various investments including equities, bonds, ETFs, and digital assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Advisory fee is negotiable, depending on individual client circumstances and at our discretion.
70 Royal Palm Pointe, Suite C, Vero Beach, FL, 32960