Winthrop Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“On an hourly basis, ranging from $150 to $500 per hour, depending on the nature and complexity of the client’s circumstances.”

Flat or project fee

$500⁠-⁠$35,000

“As a fixed fee, typically ranging from $500 to $35,000, depending on the amount of time, the nature, and complexity of the client’s circumstances. 2.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Winthrop Capital Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fees for wealth management and institutional discretionary accounts are negotiable depending upon the strategy, the size of the portfolio, and the scope of services to be provided, but will not exceed the fee schedules disclosed below.”
• “Fees are Collected Generally, the fees for investment advisory services are billed and payable quarterly in advance based on the value of the assets on the last day of the previous quarter.”
• “Generally, the fees for investment consulting services are billed and payable monthly in arrears.”

How Winthrop Capital Management’s fees compare

• Its hourly rate of $150-$500 spans the Indiana median of $250. 76% of the 119 other Indiana planners that publish an hourly rate charge less.
• 7 of the 8 other planners in Carmel that publish an hourly rate charge less.
• Its flat or project fee of $500-$35,000 spans the Indiana median of $5,000. 98% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 6 of the 6 other planners in Carmel that publish a flat or project fee charge less.

About Winthrop Capital Management

• Firm size: 29 employees.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

466

Employees

29

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$3,973,913,830

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145216

Website

winthropis.com (opens in new tab)

Phone

(317) 663-7500

Can advise clients in 12 states: California, Florida, Georgia, Illinois, Indiana, Michigan, North Carolina, New York, Ohio, South Carolina, Tennessee, Texas

Other planners in Carmel that publish fees

• Catalyze Wealth ManagementCarmel$4,800⁠-⁠$15,000/yr
• Circle City Wealth Management LLCCarmel$500⁠-⁠$5,000
• Fortitude Private WealthCarmel$300/hr, $3,000⁠-⁠$10,000
• Fortress Capital AdvisorsCarmel$7,500⁠-⁠$15,000/yr
• Integrated Investment Strategies,inc.Carmel$3,500/yr
• Keystone Financial Advisory, LLCCarmel$180/hr

Compare all 27 planners in Carmel