Winthrop Partners offers a holistic approach to financial well-being, combining personalized financial planning with investment management services. The firm designs portfolios using individual stocks, exchange-traded funds, and mutual funds, tailored to each client's specific risk tolerance, time horizon, and goals. Winthrop Partners follows a top-down and bottom-up approach for security selection, emphasizing fundamental analysis and broad diversification. In addition to discretionary and non-discretionary portfolio management, the firm provides subscription-based financial planning services covering cash flow analysis, retirement income needs, college funding, and risk management. The firm serves individuals, high-net-worth individuals, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and typically up to 1.5% of assets managed. The firm enforces a minimum annual advisory fee of $2,500.
