Keith Saunders is a registered investment advisor at Winthrop Partners - Epa, LLC, based in Buffalo, NY. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 127 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Winthrop Partners charges an annual fee for managing your investments, which is calculated as a percentage of the assets they manage. The specific percentage may be negotiable, but is typically up to 1.5% of your portfolio. The fee is paid monthly in advance. There is also a minimum advisory fee of $500.
Location
295 Main Street, Suite 840, Buffalo, NY, 14203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Winthrop Partners - Epa, LLC
State Registrations1 state
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