Cavan Lamontagne is a registered investment advisor at Winthrop Wealth, based in Boston, MA. Cavan 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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Current Registrations
Winthrop Wealth
Previous Registrations
MML Investors Services, LLCBroker
State Registrations1 state
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