Daniel Winslow
Daniel Winslow is a registered investment advisor at Winslow Financial LLC, based in Lake Bluff, IL, with 20 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 189 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment Management fees range from 0.00% to 1.50% annually, depending upon the nature and complexity of the services. All fees are negotiable.
Fee Estimator
Location
11 N. Skokie HWY STE 306, Lake Bluff, IL, 60044
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is a CPA providing tax preparation and consulting services. He is also a licensed insurance agent in Florida and Illinois, offering variable and fixed insurance products, dedicating minimal time to these activities.
Employment History
Current Registrations
Winslow Financial LLC
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.