WINTHROP CAPITAL MANAGEMENT
Carmel, Indiana
5.0
1 Review
Based in Carmel, IN, Winthrop Capital Management is a local investment advisory firm with a team of 26 dedicated professionals. Among them, 8 specialize in providing top-notch investment advisory services to their esteemed clients. With an average of approximately $113,870,000 in assets under management per investment advisor, Winthrop Capital Management's performance aligns with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring a fair and transparent approach. Winthrop Capital Management proudly serves over 360 individual clients, expert...
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Assets Under Mgmt

$2.83B

Investment Professionals

8

Locations

0

% 401K & Individual

5%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection of other advisers
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