Lance
Bertsch
Winthrop Capital Management
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About this Advisor
Lance Bertsch is a financial advisor based in Indianapolis, Indiana, working with Winthrop Capital Management. Lance has previously held a position at Winthrop Capital Management and is registered to provide services in Indiana. Currently, Lance is part of Winthrop Capital Management, which operates out of Indianapolis, Indiana. The firm has 27 employees and manages assets totaling $3.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Winthrop Capital Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Winthrop Capital Management Brokerage Details
$3,796,591,805
27
790
$4,805,812
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Lance Bertsch Work History
Winthrop Capital Management
Disclosures
Please visit the SEC profile of Lance Bertsch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Winthrop Capital Management
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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