Gregory Costantino is a CFP-designated registered investment advisor at Winthrop Wealth, based in Portland, ME, with 19 years of industry experience. Gregory 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
Portland, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a Managing Director at Financial Planning Strategies, LLC, an entity used for financial planning, tax, and employment purposes. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Winthrop Wealth
Previous Registrations
LPL Financial LLCBroker
Mcgladrey Wealth Management LLC
Caturano Wealth Management, LLC
Brown Brothers Harriman & CO.Broker
State Registrations2 states
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