Willow Asset Management provides access to alternative investment opportunities through its website. They manage various investment vehicles, including Equity Issuer Funds, Note Issuer Funds, and a Closed-End Fund. Willow Asset Management offers Digital Advice (automated recommendations), Non-Digital Advice (personalized recommendations from an advisor representative), and Managed Portfolios (discretionary investment management). The firm does not provide overall financial, retirement, estate, or tax planning to any advisory client.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual advisory fee of 1.25% of the value of the assets in the Managed Portfolio Account, generally paid monthly in arrears, or as otherwise mutually agreed in writing between the Adviser and such advisory client.