Adam Coons is a CFA-designated registered investment advisor at Winthrop Capital Management, based in Carmel, IN, with 6 years of industry experience. Adam 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 275, Carmel, IN, 46290
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Winthrop Capital Management
Previous Registrations
Sanctuary Advisors, LLC
State Registrations1 state
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