Andrew Winton is a registered investment advisor at Arrowside Capital, LLC, based in Boston, MA, with 27 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Typical asset management fees are up to 1% per annum of managed assets, while performance fees are generally 10% of the net capital appreciation in a Client’s account as of the close of each fiscal year. Fees are negotiable.
Fee Estimator
Location
100 Summer Street, Suite 1600, Boston, MA, 02110
Get directionsHistory
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 →Employment History
Current Registrations
Arrowside Capital, LLC
Previous Registrations
Northcoast Research Partners, LLCBroker
Terranova Capital Equities, INCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Jefferies LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities INC.Broker
Painewebber IncorporatedBroker
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.