Winslow Asset Group (WAG) provides investment advice and manages investment portfolios for individuals, businesses, trusts, estates, and charities. WAG aims to outperform the S&P 500 by using fundamental and technical analysis. WAG offers trading in various securities, including stocks, options, ETFs, and private equity. WAG requires a $500,000 minimum to establish a client asset management relationship.
Assets Under Management$1.2M
Clients6
Advisors1
Avg. per Client$200K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable. Winslow Asset Group also offers an actively managed account for a 10%-30% performance fee and a 0% AUM fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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