Winthrop Capital Management offers discretionary and non-discretionary investment advisory services, portfolio models, private placements, and specialty consulting to individuals, families, and institutional clients. Winthrop Capital Management builds custom portfolios across various asset classes including equities, fixed income, and alternative investments, often working alongside other financial intermediaries and advisors. The firm tailors its services to match client investment objectives, risk tolerances, and specific restrictions.
Assets Under Management$4B
Clients529
Advisors4
Avg. per Client$7.5M
Avg. per Advisor$990M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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. Schedule represents the wealth management discretionary strategy; other strategies have separate schedules ranging from 0.30% to 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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