Gregory Hahn is a CFA-designated registered investment advisor at Winthrop Capital Management, based in Carmel, IN, with 26 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 517 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000. This is the fee schedule for Discretionary Accounts – Wealth Management.
Fee Estimator
Location
10201 N Illinois Street, Suite 450, Carmel, IN, 46290
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is a partner at Chatham Venture Partners, LLC and Chatham Capital Partners, LLC, assisting with investment analysis on private companies, dedicating minimal time to each. He is also the CEO of 1505 Capital LLC, Interim-President at American Life & Security Corp., and Managing Director and COO at Antarctica Capital Management LLC.
Employment History
Current Registrations
Winthrop Capital Management
Previous Registrations
Oppenheimer Asset Management
Fahnestock Asset Management
40/86 Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.