Advisor at Winslow Financial LLC
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Firm
Winslow Financial LLC
Location
Lake Bluff, IL 60044
Credentials
Series 65
Industry experience
20 years
Daniel Winslow is a financial advisor at Winslow Financial LLC with 20 years of industry experience. He holds a Series 65 designation and is also a Certified Public Accountant, providing tax preparation services on a project basis for some clients. Winslow is licensed as an insurance agent in Florida and Illinois and may offer certain fixed insurance products. Winslow Financial LLC serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management and financial planning. The firm’s approach emphasizes asset allocation and diversification consistent with Modern Portfolio Theory, managing accounts on a non-discretionary basis with a focus on low trading frequency and client-directed decisions.
Based on Winslow Financial LLC
Financial planning fixed fees ranging from $250 to $40,000 or more
0.00% to 1.50% annually
$50 to $400 per hour
Fee-only: Hourly fees range from $50 to $400 per hour; Fixed fees range from $250 to $40,000 or more for financial planning
11 N. Skokie Hwy Ste 306
Lake Bluff, IL 60044
California · Florida · Illinois · Ohio · Texas · Wisconsin
Winslow Financial LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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