Washburn Capital Management INC.

Fee-Only (% of Portfolio)

Washburn Capital Management is a registered investment advisor based in Vero Beach, Florida, managing portfolios for individuals, high net worth individuals, trusts, estates, and other entities. Washburn Capital Management offers discretionary investment management tailored to each client's specific needs, financial situation, and risk tolerance. The firm utilizes fundamental analysis, technical analysis, cyclical analysis, and modern portfolio theory to construct diversified portfolios primarily consisting of equities, fixed income securities, mutual funds, and exchange-traded funds, while also accommodating digital assets and options strategies when appropriate. Washburn Capital Management incorporates financial planning aspects into the portfolio management process by providing clients with access to cloud-based software to help them reach their retirement and financial goals. The firm requires clients to maintain their accounts at Charles Schwab & Co., Inc. as the qualified custodian and broker-dealer.

Assets Under Management$250M
Clients188
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$85M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.80%

Fees are negotiable depending on individual client circumstances and at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

3 Advisors at this firm

Washburn Capital Management INC. - Fees, AUM & Advisors | TrueAdvisor