Winslow Asset Management INC
Assets Under Management
$581.7M
Number of Clients
134
Number of Advisors
4
Average Client AUM
$4.3M
AUM per Advisor
$145.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Winslow Asset Management, established in 1992, offers investment advisory services to both institutional and individual clients. They specialize in long-only equity and fixed income management, offering All-Cap Core Equity, Small Cap Core Equity, and Balanced portfolios. Accounts are tailored to client needs through asset allocation, considering tax implications. The firm maintains discretionary investment agreements, allowing tactical decisions within defined guidelines. Clients can impose restrictions on investments.
Fee Structure
AUM-Based Fees (Tiered)
| 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
Fee Estimator
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
Location
3333 Richmond Rd #180, Beachwood, OH, 44122