Kathleen Elliott is a registered investment advisor at Thepartners Wealth Management, based in Mount Clemens, MI, with 12 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
25 N. Main Street, Mount Clemens, MI, 48043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
Trivelloni Asset Management
Premier Estate Planners, LLC
Ljpr Financial Advisors
State Registrations1 state
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