Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
517 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$500K
Hourly Rate:$150 - $500/hr

WCM charges investment advisory fees ranging from 0.10% to 1.50% annually, based on portfolio size, account type, and management strategy. Fees are negotiable. Minimum account size is generally $500,000 for discretionary accounts and $1,000,000 for non-discretionary accounts, but may be waived. Investment consulting is offered at a fixed fee ($500-$35,000) or hourly rate ($150-$500). Financial planning is available, typically charged at 50 basis points or a negotiated fixed rate.

Areas of Practice
Investment ManagementHigh Net Worth
Loading...

Advisor Information

Office location

10201 N Illinois Street, Suite 450, Carmel, IN, 46290

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Winthrop Capital Management
December 2022 - Present · 3 yrs 1 mo
State Registrations2 states
INOH
Advisor
Exams
No exam information available for this advisor.