Donald Slowinski
Donald Slowinski is a registered investment advisor at Winslow Asset Group, LLC, based in Lawrenceville, GA, with 25 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable. Winslow Asset Group also offers an actively managed account for a 10%-30% performance fee and a 0% AUM fee.
Fee Estimator
Location
Lawrenceville, GA
Get directionsHistory
Regulatory History (3)
Regulatory
May 2002Customer Dispute
July 1998Customer Dispute
September 1996Other Business Activities
Donald is a General Partner and Portfolio Manager at SMS Capital Partners L.P. Equity Fund since 2017. This activity takes about half of Donald's time.
Employment History
Current Registrations
Winslow Asset Group, LLC
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Dunwoody Brokerage Services, INC.Broker
Spencer Trask Securities IncorporatedBroker
Josephthal & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
Pruco Securities CorporationBroker
The Stuart-James Company, IncorporatedBroker
First Jersey Securities, INC.Broker
State Registrations1 state
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.