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