Washburn Capital Management INC.
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)
About This Firm
Washburn Capital Management Inc. offers discretionary portfolio management services tailored to clients' individual needs and investment objectives. They consider suitability information an integral part of the process and customize investment strategies based on client objectives, risk tolerance, and time horizon. They advise on various securities, including equities, fixed income, and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets managed. The fee is 1.00% up to $1 million and 0.80% above $1 million. Fees are billed quarterly based on the previous quarter's market value. The advisory fee is negotiable based on individual client circumstances. There is no stated minimum dollar amount to open and maintain an advisory account, but Washburn Capital Management has the right to terminate your account if it falls below a minimum size which, in their sole opinion, is too small to effectively manage.
Areas of Practice
Location
70 Royal Palm Pointe, Suite C, Vero Beach, FL, 32960