Winthrop Capital Management
Assets Under Management
$3.9B
Number of Clients
517
Number of Advisors
3
Average Client AUM
$7.5M
AUM per Advisor
$1.3B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Winthrop Capital Management (WCM) provides investment advisory, sub-advisory, and consulting services to pension plans, corporations, insurance companies, charities, and high-net-worth individuals. WCM manages assets based on client objectives and risk tolerance, primarily serving clients through financial intermediaries. They offer portfolio models, sub-advisory services, and specialty services like insurance industry consulting.
Fee Structure
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
Location
10201 N Illinois Street, Suite 450, Carmel, IN, 46290