Jaime Sanchez is a registered investment advisor at Partner Wealth Management, LLC, based in Rockwall, TX, with 31 years of industry experience. Jaime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 8 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.50% |
| $1.0M - $3.0M | 2.25% |
| $3.0M - $5.0M | 2.00% |
| $5M+ | 1.75% |
Fees are generally negotiable.
Fee Estimator
Location
Rockwall, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Partner Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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