Winslow Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$98,341,000
Total clients
189
29% high-net worth
Total advisors
4
of 3 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
47
Average account size
$520,323
About
The firm advises individuals, families, trusts, estates, charitable organizations, corporations and retirement plans. It provides investment management and both comprehensive and limited financial planning, and the brochure also notes tax preparation services are offered by a CPA on the team; the firm states it has no account minimum.
Investment advice is built around Modern Portfolio Theory and asset allocation, with a preference for diversified mutual funds and ETFs and selective use of individual stocks for higher‑risk clients. Winslow operates on a non‑discretionary basis—securing client permission before effecting trades—reviews accounts periodically (generally quarterly), and generally uses Fidelity as its primary custodian.
What is most distinctive is that the firm reports nearly all client assets are managed non‑discretionarily (the brochure lists non‑discretionary AUM on the books), a model that is uncommon among similar team firms. The advisory team also includes actuarial expertise and provides tax preparation services by a CPA (while not operating an affiliated accounting firm), combining investment, actuarial and tax capabilities that may set it apart from peers of comparable size.
Client services
Expertise
Fee options
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
Main office location
Winslow Financial LLC
11 N Skokie Hwy, Suite 306
Lake Bluff IL 60044, United States
Number of offices
1
Most active in
California · Florida · Illinois · Ohio · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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