Sterling
Stone
Winthrop Capital Management
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About this Advisor
Sterling Stone is a chartered financial analyst who works out of Indianapolis, Indiana who has 1 year of industry experience. Stone is on the advisory team at Winthrop Capital Management. Throughout their career, they have worked at Winthrop Capital Management, First Internet Bank and Depauw University. Stone can operate in Indiana. Winthrop Capital Management is a financial advisory business headquartered in Indianapolis, IN. It oversees $3 billion in assets under management between its 751 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 15 charities and foundations. Of its 751 client accounts, just 14% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Winthrop Capital Management has a wide set of services, such as 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. Fees charged by financial advisors largely vary depending on which services are provided. Fee types billed by Winthrop Capital Management can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Winthrop Capital Management Brokerage Details
$2,833,486,915
26
751
$3,772,952
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
Sterling Stone Work History
Sterling has been registered as a financial advisor for 1 years.*
Winthrop Capital Management
First Internet Bank
Depauw University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sterling Stone 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 4/16/2023. 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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