Winthrop Partners offers financial planning and investment management services. They work with clients to understand their financial needs and goals, develop a financial plan, and manage their investments. Winthrop's services include retirement planning, education planning, budget and debt management, and life insurance planning. They tailor their investment advice to each client's individual circumstances and risk tolerance.
Assets Under Management$170M
Clients281
Advisors4
Avg. per Client$600K
Avg. per Advisor$42M
Fee Structure
Minimum Annual Fee:$500
Winthrop Partners charges a percentage of the assets they manage for you. The specific percentage may be negotiable, but is typically up to 1.5% per year. In certain situations, a flat fee may be charged. There is also a minimum advisory fee of $500.
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