Peter Jaworski is a CFP, ChFC-designated registered investment advisor at Winthrop Wealth, based in Boston, MA, with 26 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,117 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Winthrop Wealth offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.30% to 2.00%, depending on the size and composition of your portfolio and the services provided. The fee includes financial planning as part of a wealth management engagement.
Location
321 Columbus Ave, 3rd Fl, Boston, MA, 02116-5168
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is the President and CEO of Financial Planning Strategies, LLC, an investment-related entity used for financial planning, tax, and employment purposes. This activity takes nearly all of Peter's time.
Employment History
Current Registrations
Winthrop Wealth
Previous Registrations
Mcgladrey Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
Caturano Wealth Management, LLC
State Registrations1 state
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