Winthrop Partners offers financial planning and investment management services. They work with clients to understand their financial needs and goals, develop a financial plan, and manage their investments. Winthrop's services include retirement planning, education planning, budget and debt management, and life insurance planning. They primarily invest client assets in individual stocks and bonds, exchange-traded funds, and mutual funds.
Assets Under Management$60M
Clients127
Advisors3
Avg. per Client$470K
Avg. per Advisor$20M
Fee Structure
Minimum Annual Fee:$500
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.
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