Michael Yongue is a CFA-designated registered investment advisor at Private Wealth Partners, LLC, based in Mill Valley, CA, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 249 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Wealth Partners' fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.75% to 1.00% annually. These fees are negotiable and can vary between clients. The firm may waive or reduce fees at its discretion. There is a minimum asset requirement of $1,000,000 to be eligible for portfolio management services, but this may be negotiable.
Location
591 Redwood Highway, Suite 3210, Mill Valley, CA, 94941
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Private Wealth Partners, LLC
State Registrations11 states
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