Winthrop Wealth offers private wealth management services, combining investment management with financial planning and consulting. Investment management is offered on a discretionary or non-discretionary basis, and may include the use of third-party managers. Financial planning covers areas like personal finances, taxes, retirement, investments, estate planning, and insurance. Clients can also receive consulting services on specific topics. Winthrop Wealth also offers ERISA plan services.
Fee Structure
Winthrop Wealth offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.30% to 2.00%, depending on the size and composition of your portfolio and the services provided. The fee includes financial planning as part of a wealth management engagement.