Advisor at Winslow Asset Group, LLC
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Firm
Winslow Asset Group, LLC
Location
Lawrenceville, GA
Credentials
Series 63, Series 65
Industry experience
25 years
Donald Slowinski is the principal advisor at Winslow Asset Group, LLC, a firm he has been with since 1999. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. In addition to his advisory role, Slowinski serves as a general partner and portfolio manager at SMS Capital Partners L.P., an equity fund. Winslow Asset Group, LLC is a state-registered investment adviser providing consulting, investment advisory, and research services to individuals and institutional clients such as corporations, trusts, estates, and charitable foundations. The firm employs a combination of fundamental research and technical analysis to actively manage portfolios across various instruments, including equities, options, ETFs, and private funds.
Based on Winslow Asset Group, LLC
$100,000 - $2,500,000: 1.00% annually (100 bps) $2,500,000.01 - $5,000,000: 0.90% annually (90 bps) $5,000,000.01 - $10,000,000: 0.80% annually (80 bps) $10,000,000.01+: 0.70% annually (70 bps)
Performance fee of 10% to 30% with 0% AUM fee for certain qualified clients
Account minimum: $500,000 Minimum fee: No fees in excess of $500 charged in advance
Lawrenceville, GA
Georgia
Winslow Asset Group LLC
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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