Lucas Winthrop is a registered investment advisor at Winthrop Wealth, based in Boston, MA, with 11 years of industry experience. Lucas 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.
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
Lucas is an emPower Advisor since 2017 and a non-variable insurance producer since 2019, dedicating about 10-20% of his time and a few hours per week, respectively. He also has ownership in DCFAF CF, LLC, Cirque Holdings LLC, and CW CO-INVEST, LLC, spending minimal time on these activities.
Employment History
Current Registrations
Winthrop Wealth
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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