Mark Winthrop
Mark Winthrop is a registered investment advisor at Winthrop Wealth, based in Boston, MA, with 40 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,117 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
321 Columbus Ave, 3rd Fl, Boston, MA, 02116-5168
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1995Other Business ActivitiesSells Insurance
Mark is a notary public in Massachusetts, dedicating minimal time to this activity. He is also an insurance producer with Highland Capital Brokerage, focusing on non-variable insurance products and spending a few hours per week on this.
Employment History
Current Registrations
Winthrop Wealth
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Canton Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Linsco Financial Group, INC.Broker
Travelers Equities Sales, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.