Winslow Drake offers investment advice through discretionary advisory services, starting with a financial assessment and an Investment Policy Statement. Financial planning is included as part of their investment advisory services, covering estate, retirement, investment education, asset allocation, and cash management. Winslow Drake may use stocks, bonds, mutual funds, options, and other securities. Portfolios are customized to client needs, with reasonable restrictions allowed.
Assets Under Management$63M
Clients92
Advisors1
Avg. per Client$690K
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable from client to client and are tailored to the specific type of services that Winslow Drake provides to that client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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