Winthrop Partners offers financial planning and investment management services. They work with clients to develop financial plans and manage assets, considering their individual needs and goals. Winthrop's services include cash flow analysis, asset allocation, and retirement planning. They primarily invest client assets in individual stocks and bonds, exchange-traded funds, and mutual funds.
Assets Under Management$36M
Clients92
Advisors2
Avg. per Client$390K
Avg. per Advisor$18M
Fee Structure
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable. A flat fee may also be charged in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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