Kenneth Dean is a CFA, CFP-designated registered investment advisor at Winthrop Wealth, based in Boston, MA, with 17 years of industry experience. Kenneth 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth works as a CPA providing tax preparation and accounting services since 2018. This takes a few hours per week.
Employment History
Current Registrations
Winthrop Wealth
Previous Registrations
LPL Financial LLCBroker
Peak Financial Management INC
Triad Advisors, INC.Broker
Granite State Retirement Planning, INC.
Aig Financial Advisors, INC.Broker
Equity Services, INC.Broker
Fidelity Brokerage Services LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
State Registrations2 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.