Generally, Winthrop Partners is ideal for individuals and families who have a minimum of $250,000.00 in investable assets.
Generally, we charge a fixed fee of 1% of AUM for our planning and Investment Management services. This fee may be reduced for accounts with large amounts of assets under management. For Investment Planning Services, we also offer a subscription fee for accounts that do not meet our minimums.
Winthrop Partners and its individual team members are members of CFP Board, NAPFA, Fee-Only Network, Chartered Financial Analyst (CFA), ChFCs, CFPs and MD Preferred Advisors.
We are staffed with individuals who have earned the following graduate degrees MBA, CPA, and JD who provide a full-service wealth management and financial planning firm to satisfy the diverse needs of all our clients.
The benefits of having a fee-only advisor include transparency, no hidden charges, and no undisclosed conflicts of interest to sell a certain product line or company offering. We receive no incentive from third parties to entice us to invest in their funds. Fee-only advisors work solely on their client’s behalf.
There are several benefits to working with a financial advisor for your investment management. Winthrop Partners provides professional guidance, experienced advice, and reassurance to give the client peace of mind and motivation to save. All your investments are consolidated into one plan.
As professionals our job is to help you make informed financial decisions using the full complement of resources at our disposal. Every step involves interaction between our team, the client, and outside professionals if needed.
- Empathy: We take time to actively listen, understand, and confirm what we hear.
- Fiduciary: We put you before us. We negotiate for you, not against you.
- Experience: Over 150 years of combined experience.
- Fee-only: We receive one clearly aligned fee and accept no commissions or other third-party fees that could sway our recommendations.
- Execution: We are goal-based planners, trying to achieve your goals with the least amount of risk.
We are available to meet with you as frequently as you desire! In the early stages of the relationship when a higher degree of financial planning may be involved, weekly or monthly meetings might be appropriate. When issues or changes in circumstances arise, we are here to help you assess the impact of these changes on your goals and to make any changes to your financial plan to keep you on track to achieving your goals. Once the relationship is established, most clients elect an informal quarterly telephonic update with a formal annual review, however shorter-term check-ins are always welcome.
We provide annual reports of a client’s portfolio that are available anytime upon request.
Clients have online access through our custodian, Raymond James’s online portal, and can retrieve real-time investment holding reports and retirement plans at any time.
We have locations in Doylestown, PA; Pittsburgh, PA; Buffalo, NY; and Miami, FL.
100 Mechanics Street, 1st Fl
Doylestown, PA 18901
101 E. Swissvale Avenue
Pittsburgh, PA 15218
960 Penn Avenue, Suite 1001
Pittsburgh, PA 15222
Western New York
295 Main Street, Suite 840
Buffalo, NY 14203
8200 NW 41st St, STE 318
Doral, FL 33166
Schedule your complimentary consultation with one of our fee-only investment advisors. We will create a custom investment plan based on your financial goals and personal desires.