Washburn Capital Management is a registered investment advisor offering customized investment advice and portfolio management services. They work with clients to understand their financial situation, investment goals, and risk tolerance. Financial planning is considered an integral part of the portfolio management process. Washburn Capital Management manages investments in equity securities, corporate debt, municipal securities, government securities, options, derivatives, money markets, mutual funds, and exchange traded funds.
Assets Under Management$250M
Clients188
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$85M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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