Winthrop Capital Management (WCM) offers investment advice and manages portfolios for various clients, including individuals and institutions. WCM works directly with some clients and through financial advisors for others. WCM creates investment strategies based on client goals and risk tolerance. WCM offers portfolio models, sub-advisory services, and access to private placements. WCM also provides specialty services, including consulting for the insurance industry.
Assets Under Management$3.9B
Clients517
Advisors3
Avg. per Client$7.5M
Avg. per Advisor$1.3B
Fee Structure
Minimum Investment:$500K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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