Aimee Lloyd is a CFP-designated registered investment advisor at Winthrop Wealth, based in Shoreline, WA, with 23 years of industry experience. Aimee 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
Shoreline, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aimee is a member of HRM Lloyd Beachwood LLC, a family real estate holding company, and spends minimal time on it. She is also the owner of A-Team Financial Partners, Inc. and dedicates a few hours per week to it. Aimee also spends minimal time on non-variable insurance.
Employment History
Current Registrations
Winthrop Wealth
Previous Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
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Mwboone and Associates, LLC
LPL Financial LLCBroker
LPL Financial LLC
Burridge Group LLC
State Registrations1 state
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