John Winslow is a CFA-designated registered investment advisor at Cibc Private Wealth Advisors, INC., based in Dallas, TX, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 9,236 clients with $68B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Standard fee schedule for Equity and Balanced Portfolios. Other portfolio types (Fixed Income, Cash, Wealth Management) have separate schedules. Minimum annual fee is $10,000. Fees are negotiable.
Fee Estimator
Location
2121 N. Pearl St, Suite 1230, Dallas, TX, 75201
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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 →Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
Previous Registrations
Headstream Asset Management, LP
Headstream Advisors, L.L.C.
Headstream Advisors, L.L.C.
Regal Asset Management Corporation
State Registrations4 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.
Exams
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