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
% Discretionary
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
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