GG

Gerald Wayne Goldberg

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
134 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$581.7M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.75%

Fees negotiable over $5 Million

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

Winslow's management fees are calculated as a percentage of assets under management or as a fixed fee. The fee is 1% up to $1 million and 0.75% from $1 million to $5 million. Fees are negotiable over $5 million. Fees are charged quarterly in advance, based on the market value of securities. Winslow can charge a lower fee, a flat fee, or waive its fee entirely based on certain criteria. Clients may pay two layers of fees if mutual funds and/or ETFs are purchased in client portfolios: Winslow's fee and the internal management/commission fees of the fund/ETF. The minimum account size is $1,000,000 for individuals, but this may be waived.

Areas of Practice
Investment Management
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Advisor Information

Office location

25201 Chagrin Blvd, Suite 185, Beachwood, OH, 44122

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Winslow Asset Management INC
February 1995 - Present · 30 yrs 11 mos
State Registrations3 states
CAFLOH
Advisor
Exams
No exam information available for this advisor.