James Winslow
James Winslow is a CFP-designated registered investment advisor at Arbor Trust Wealth Advisors, LLC, based in Ann Arbor, MI, with 26 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 441 clients with $610M 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 $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Fees may be negotiable. For 403(b) accounts: Up to $1,000,000: 0.70%, Above $1,000,000: 0.60%. Minimum relationship fee of $5,000 applies.
Fee Estimator
Location
825 Victors Way, Suite 150, Ann Arbor, MI, 48108
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 →Other Business ActivitiesSells Insurance
James is a licensed insurance agent since 2014, dedicating minimal time to analyzing client needs and selling life, disability, and long-term care insurance. He is also an authorized member of Fosdick Lake Real Estate Holdings, LLC and a member of the Finance Committee for the Foundation for Saline Area Schools.
Employment History
Current Registrations
Arbor Trust Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
LPL Financial LLCBroker
Spc
Sigma Financial CorporationBroker
Mcdonald Investments INC.Broker
State Registrations2 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.