Winslow Financial offers both comprehensive and limited financial planning services, covering areas like cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving, and tax planning. They also provide investment management services tailored to individual client needs, developing portfolios based on goals, time horizon, and risk tolerance. Winslow Financial does not manage client assets on a discretionary basis.
Assets Under Management$98M
Clients189
Advisors4
Avg. per Client$520K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment Management fees range from 0.00% to 1.50% annually, depending upon the nature and complexity of the services. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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